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 |
|---|---|---|
WEALTHPLAN ADVISORS LLC1+ years Filed as: WEALTHPLAN ADVISORS INC. Service code 27 · EIN 26-4646168 | Advisory (Plan) | $22,502 |
WEALTHPLAN ADVISORS LLC1+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $6,727 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,606 |
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 | $105,438 | $72,177+46.1% | $115,037-8.3% | $59,632+76.8% |
| Participation rate | 93.5% | 72.6%+20.9pp | 81.4%+12.1pp | 68.7%+24.8pp |
| Annual return | 0.04% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $3,334 | $2,841+17.3% | $4,608-27.6% | $2,203+51.4% |
| Participant deferral / active EE | $7,619 | $4,783+59.3% | $6,026+26.4% | $3,192+138.7% |
| Admin fee / account holder | $11 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |