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 |
|---|---|---|
Filed as: WEALTH PLAN INVESTMENT MGT, LLC Service code 26 · EIN 85-4122522 | Advisory (Participants) | $62,193 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,410 | $50,982+208.8% | $154,803+1.7% | $85,563+84.0% |
| Participation rate | 96.0% | 59.8%+36.3pp | 78.1%+18.0pp | 66.0%+30.1pp |
| Annual return | 16.10% | 30.35%-14.3pp | 58.88%-42.8pp | 31.51%-15.4pp |
| Employer contribution / active EE | $4,991 | $1,708+192.2% | $4,305+15.9% | $2,654+88.1% |
| Participant deferral / active EE | $4,975 | $2,474+101.1% | $5,540-10.2% | $4,375+13.7% |
| Admin fee / account holder | $462 | $846-45.3% | $14,329-96.8% | $834-44.6% |