See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WEALTH MANAGEMENT SYSTEMS INC1+ years Filed as: WEALTH ADVISORY GROUP, INC Service code 27 · EIN 23-2739506 | Advisory (Plan) | $26,509 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,647 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,583 | $101,724-25.7% | $164,813-54.1% | $80,856-6.5% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 14.56% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,284 | $2,953-22.7% | $4,341-47.4% | $2,755-17.1% |
| Participant deferral / active EE | $4,509 | $4,477+0.7% | $6,031-25.2% | $4,296+5.0% |
| Admin fee / account holder | $448 | $8,227-94.5% | $12,690-96.5% | $6,918-93.5% |