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 9-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 |
|---|---|---|
WEALTHPLAN ADVISORS LLC1+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $49,899 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,234 |
WEALTHPLAN ADVISORS LLC1+ years Filed as: WEALTHPLAN ADVISORS INC. Service code 27 · EIN 26-4646168 | Advisory (Plan) | $16,785 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,806 | $85,635-45.3% | $123,892-62.2% | $63,975-26.8% |
| Participation rate | 74.7% | 74.9%-0.3pp | 81.4%-6.7pp | 71.1%+3.5pp |
| Annual return | 9.40% | 15.74%-6.3pp | 47.52%-38.1pp | 48.65%-39.2pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,977 | $5,667-47.5% | $5,984-50.3% | $3,356-11.3% |
| Admin fee / account holder | $31 | $75-59.1% | $8,357-99.6% | $70-56.5% |