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 | $71,415 |
Filed as: WEALTH ALLIANCE ADVISORY GROUP LLC Service code 27 · EIN 82-3558532 | Advisory (Plan) | $23,527 |
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).
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 | $5,470 | $50,815-89.2% | $155,509-96.5% | $77,643-93.0% |
| Participation rate | 65.9% | 63.1%+2.8pp | 78.2%-12.3pp | 70.6%-4.7pp |
| Annual return | 12.46% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $171 | $1,993-91.4% | $4,672-96.3% | $2,726-93.7% |
| Participant deferral / active EE | $1,066 | $2,822-62.2% | $5,626-81.0% | $4,647-77.1% |
| Admin fee / account holder | $94 | $437-78.4% | $15,912-99.4% | $430-78.1% |