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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $48,670 |
WELLTH ADVISORY SERVICES LLC1+ years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $11,732 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,222 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $7,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,262 | $50,815-40.4% | $155,509-80.5% | $77,643-61.0% |
| Participation rate | 43.7% | 63.1%-19.4pp | 78.2%-34.5pp | 70.6%-26.9pp |
| Annual return | 76.77% | 34.80%+42.0pp | 64.67%+12.1pp | 31.24%+45.5pp |
| Employer contribution / active EE | $418 | $1,993-79.0% | $4,672-91.0% | $2,726-84.7% |
| Participant deferral / active EE | $863 | $2,822-69.4% | $5,626-84.7% | $4,647-81.4% |
| Admin fee / account holder | $195 | $437-55.4% | $15,912-98.8% | $430-54.8% |