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 TEAMS ALLIANCE INC Service code 27 · EIN 46-1648878 | Advisory (Plan) | $11,018 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,841 | $58,264+25.0% | $86,612-15.9% | $71,457+1.9% |
| Participation rate | 54.8% | 65.0%-10.2pp | 71.7%-16.9pp | 67.9%-13.1pp |
| Annual return | 15.24% | 21.63%-6.4pp | 591.07%-575.8pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,005 | $2,574-22.1% | $3,022-33.7% | $2,588-22.5% |
| Participant deferral / active EE | $4,273 | $3,436+24.3% | $4,438-3.7% | $4,289-0.4% |
| Admin fee / account holder | $46 | $1,057-95.7% | $5,614-99.2% | $1,587-97.1% |