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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,878 |
WEALTHPLAN ADVISORS LLC5 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $19,334 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,377 | $64,119-58.9% | $112,228-76.5% | $66,914-60.6% |
| Participation rate | 78.4% | 68.5%+10.0pp | 75.1%+3.4pp | 69.8%+8.6pp |
| Annual return | -19.34% | -13.81%-5.5pp | 27.45%-46.8pp | 1.58%-20.9pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,958 | $3,693-19.9% | $4,728-37.4% | $4,237-30.2% |
| Admin fee / account holder | $234 | $625-62.6% | $6,410-96.4% | $593-60.6% |