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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,199 |
Filed as: WEALTH ALLIANCE ADVISORY GROUP LLC Service code 27 · EIN 82-3558532 | Advisory (Plan) | $9,502 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,942 | $52,293-71.4% | $178,490-91.6% | $73,409-79.6% |
| Participation rate | 27.7% | 65.3%-37.6pp | 81.9%-54.2pp | 72.2%-44.4pp |
| Annual return | 16.70% | 34.75%-18.0pp | 151.07%-134.4pp | 59.29%-42.6pp |
| Employer contribution / active EE | $266 | $1,735-84.7% | $5,011-94.7% | $2,234-88.1% |
| Participant deferral / active EE | $922 | $2,332-60.5% | $5,202-82.3% | $3,805-75.8% |
| Admin fee / account holder | $224 | $127+75.7% | $13,984-98.4% | $158+41.7% |