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) | $31,750 |
Filed as: BARBICH HOOPER KING DILL HOFFMAN L Service code 10 · EIN 93-3215332 | Accounting | $11,400 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$5,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,846 | $58,208+45.8% | $81,812+3.7% | $80,856+4.9% |
| Participation rate | 47.5% | 63.4%-15.9pp | 72.3%-24.8pp | 67.6%-20.1pp |
| Annual return | 10.76% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,277 | $2,340-2.7% | $2,912-21.8% | $2,755-17.4% |
| Participant deferral / active EE | $5,444 | $3,281+65.9% | $4,319+26.1% | $4,296+26.7% |
| Admin fee / account holder | $453 | $4,981-90.9% | $7,386-93.9% | $6,918-93.5% |