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 LLC6+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $33,408 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,202 |
GCW, INC.2 years Service code 14 · EIN 88-0116703 | Plan Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,484 | $99,957+33.5% | $149,696-10.8% | $73,488+81.6% |
| Participation rate | 87.5% | 75.7%+11.8pp | 82.5%+5.0pp | 70.7%+16.8pp |
| Annual return | 14.59% | 53.87%-39.3pp | 276.60%-262.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $3,342 | $3,191+4.7% | $4,644-28.0% | $2,270+47.2% |
| Participant deferral / active EE | $8,244 | $6,073+35.8% | $6,842+20.5% | $3,740+120.4% |
| Admin fee / account holder | $103 | $551-81.3% | $9,309-98.9% | $513-79.9% |