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 | $30,629 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $29,539 |
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 | $103,645 | $100,923+2.7% | $150,045-30.9% | $74,304+39.5% |
| Participation rate | 67.0% | 70.1%-3.1pp | 82.3%-15.4pp | 60.3%+6.6pp |
| Annual return | 18.31% | 51.77%-33.5pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $2,442 | $3,463-29.5% | $4,693-48.0% | $2,241+9.0% |
| Participant deferral / active EE | $7,286 | $6,709+8.6% | $7,997-8.9% | $3,767+93.4% |
| Admin fee / account holder | $289 | $2,767-89.5% | $13,435-97.8% | $2,969-90.3% |