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 LLC5+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $33,598 |
GCW, INC.1 year Service code 14 · EIN 88-0116703 | Plan Administrator | $11,643 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,986 |
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 | $120,008 | $89,652+33.9% | $141,162-15.0% | $65,185+84.1% |
| Participation rate | 88.8% | 74.7%+14.1pp | 82.5%+6.3pp | 70.2%+18.6pp |
| Annual return | 23.92% | 32.79%-8.9pp | 71.39%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $3,276 | $3,065+6.9% | $4,735-30.8% | $2,177+50.5% |
| Participant deferral / active EE | $8,044 | $5,691+41.3% | $6,709+19.9% | $3,514+128.9% |
| Admin fee / account holder | $48 | $569-91.5% | $10,261-99.5% | $847-94.3% |