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 |
|---|---|---|
WCG WEALTH ADVISORS, LLC4 years Service code 26 · EIN 47-1862922 8925 W POST RD · LAS VEGAS, NV 89148 | Advisory (Participants) | $72,404 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $44,105 | $129,095-65.8% | $184,200-76.1% | $77,671-43.2% |
| Participation rate | 63.2% | 87.3%-24.2pp | 86.8%-23.7pp | 70.6%-7.4pp |
| Annual return | 39.20% | 33.29%+5.9pp | 28.80%+10.4pp | 31.21%+8.0pp |
| Employer contribution / active EE | $1,166 | $4,410-73.5% | $6,424-81.8% | $2,726-57.2% |
| Participant deferral / active EE | $6,446 | $7,300-11.7% | $9,132-29.4% | $4,648+38.7% |
| Admin fee / account holder | $311 | $256+21.7% | $13,907-97.8% | $430-27.7% |