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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WCG WEALTH ADVISORS LLC2 years Filed as: WCG WEALTH ADVISORS, LLC Service code 26 · EIN 47-1862922 8925 W POST RD · LAS VEGAS, NV 89148 | Advisory (Participants) | $16,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $245,339 | $79,171+209.9% | $102,423+139.5% | $74,495+229.3% |
| Participation rate | 60.5% | 74.8%-14.3pp | 76.5%-16.0pp | 67.2%-6.7pp |
| Annual return | 34.38% | 54.93%-20.6pp | 29.32%+5.1pp | 1364.94%-1330.6pp |
| Employer contribution / active EE | $5,828 | $2,362+146.7% | $3,023+92.8% | $2,623+122.2% |
| Participant deferral / active EE | $655 | $4,415-85.2% | $5,053-87.0% | $4,346-84.9% |
| Admin fee / account holder | $206 | $2,001-89.7% | $9,451-97.8% | $1,942-89.4% |