See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WEALTHSTREET INVESTMENT ADVISORS,LL1 year Filed as: WEALTHSTREET INVESTMENT ADV, LLC Service code 51 1445 ROSS AVE · DALLAS, TX 75202 | Investment Mgmt Fees | $10,198 |
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,575 | $51,466-27.0% | $78,778-52.3% | $62,292-39.7% |
| Participation rate | 35.5% | 59.8%-24.3pp | 69.2%-33.7pp | 69.5%-34.0pp |
| Annual return | 14.59% | 19.96%-5.4pp | 35.62%-21.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $364 | $827-56.0% | $1,986-81.7% | $2,042-82.2% |
| Participant deferral / active EE | $1,999 | $2,147-6.9% | $2,958-32.4% | $3,169-36.9% |
| Admin fee / account holder | $338 | $489-31.0% | $5,134-93.4% | $479-29.6% |