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 3-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 7272 E INDIAN SCHOOL RD STE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $45,908 |
ANDERS MINKLER HUBER & HELM LLP1+ years Filed as: ANDERS MINKLER HUBER & HELM LL Service code 10 · EIN 43-0831587 | Accounting | $23,700 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $13,134 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $839 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,845 | $34,677-13.9% | $77,024-61.3% | $64,808-53.9% |
| Participation rate | 94.5% | 49.8%+44.6pp | 67.9%+26.6pp | 71.5%+23.0pp |
| Annual return | -16.04% | -5.33%-10.7pp | 42.32%-58.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $388 | $1,370-71.6% | $2,812-86.2% | $2,506-84.5% |
| Participant deferral / active EE | $3,342 | $2,556+30.7% | $4,426-24.5% | $4,310-22.5% |
| Admin fee / account holder | $95 | $179-46.8% | $5,425-98.2% | $188-49.4% |