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 LLC2 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $26,846 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,634 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,838 | $55,453+47.6% | $170,442-52.0% | $62,292+31.4% |
| Participation rate | 88.9% | 66.4%+22.5pp | 83.6%+5.3pp | 69.5%+19.4pp |
| Annual return | 18.81% | 21.38%-2.6pp | 205.93%-187.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,253 | $2,164+4.1% | $5,433-58.5% | $2,042+10.3% |
| Participant deferral / active EE | $5,136 | $2,303+123.0% | $4,939+4.0% | $3,169+62.1% |
| Admin fee / account holder | $174 | $455-61.7% | $13,880-98.7% | $479-63.7% |