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 7-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 LLC2+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $31,952 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,987 |
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 | $80,834 | $75,183+7.5% | $123,892-34.8% | $55,167+46.5% |
| Participation rate | 70.4% | 72.8%-2.4pp | 81.4%-11.0pp | 69.0%+1.4pp |
| Annual return | 7.51% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $856 | $2,823-69.7% | $4,617-81.5% | $1,963-56.4% |
| Participant deferral / active EE | $3,492 | $5,084-31.3% | $5,984-41.6% | $3,054+14.3% |
| Admin fee / account holder | $110 | $663-83.5% | $8,357-98.7% | $504-78.3% |