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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $80,017 |
Filed as: WEALTH ALLIANCE ADVISORY GROUP LLC Service code 27 · EIN 82-3558532 | Advisory (Plan) | $28,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,173 | $57,610-89.3% | $154,803-96.0% | $102,872-94.0% |
| Participation rate | 66.0% | 59.5%+6.5pp | 78.1%-12.1pp | 73.0%-7.0pp |
| Annual return | 19.71% | 30.49%-10.8pp | 58.88%-39.2pp | 19.06%+0.7pp |
| Employer contribution / active EE | $313 | $1,883-83.4% | $4,305-92.7% | $3,526-91.1% |
| Participant deferral / active EE | $1,078 | $2,914-63.0% | $5,540-80.6% | $5,535-80.5% |
| Admin fee / account holder | $95 | $368-74.1% | $14,329-99.3% | $292-67.5% |