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 | $55,319 |
Filed as: WEALTH ALLIANCE ADVISORY GROUP LLC Service code 27 · EIN 82-3558532 | Advisory (Plan) | $17,196 |
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).
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 | $7,093 | $47,126-84.9% | $149,673-95.3% | $74,419-90.5% |
| Participation rate | 71.9% | 63.4%+8.5pp | 78.8%-6.9pp | 70.7%+1.1pp |
| Annual return | 26.52% | 22.75%+3.8pp | 134.42%-107.9pp | 34.38%-7.9pp |
| Employer contribution / active EE | $284 | $1,905-85.1% | $4,818-94.1% | $2,637-89.2% |
| Participant deferral / active EE | $1,196 | $2,728-56.2% | $5,680-78.9% | $4,528-73.6% |
| Admin fee / account holder | $112 | $343-67.4% | $13,210-99.2% | $348-67.9% |