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,LL2 years Filed as: WEALTHSTREET INVESTMENT ADV, LLC Service code 26 1445 ROSS AVE · DALLAS, TX 75202 | Advisory (Participants) | $11,372 |
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,266 | $42,548-21.8% | $74,550-55.4% | $56,287-40.9% |
| Participation rate | 30.8% | 60.5%-29.7pp | 69.1%-38.4pp | 69.9%-39.1pp |
| Annual return | -6.62% | 12.40%-19.0pp | 32.53%-39.2pp | -9.96%+3.3pp |
| Employer contribution / active EE | $99 | $855-88.4% | $1,961-94.9% | $2,111-95.3% |
| Participant deferral / active EE | $1,967 | $2,277-13.6% | $3,108-36.7% | $3,350-41.3% |
| Admin fee / account holder | $373 | $467-20.1% | $5,060-92.6% | $521-28.3% |