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 LLC4+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $36,425 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,868 |
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 | $114,061 | $77,813+46.6% | $123,544-7.7% | $64,186+77.7% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.6pp |
| Annual return | -4.62% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,378 | $3,014+12.1% | $4,628-27.0% | $2,381+41.9% |
| Participant deferral / active EE | $8,336 | $5,240+59.1% | $6,426+29.7% | $3,470+140.3% |
| Admin fee / account holder | $72 | $5,519-98.7% | $9,284-99.2% | $4,888-98.5% |