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 4-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 | $60,310 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $43,592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,950 | $102,204-44.3% | $145,661-60.9% | $85,563-33.4% |
| Participation rate | 83.3% | 70.6%+12.8pp | 77.2%+6.1pp | 66.0%+17.4pp |
| Annual return | 18.59% | 16.68%+1.9pp | 101.46%-82.9pp | 31.51%-12.9pp |
| Employer contribution / active EE | $2,431 | $3,600-32.5% | $4,238-42.6% | $2,654-8.4% |
| Participant deferral / active EE | $4,695 | $5,729-18.0% | $7,198-34.8% | $4,375+7.3% |
| Admin fee / account holder | $105 | $647-83.8% | $12,466-99.2% | $834-87.4% |