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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,532 |
WETZEL INVESTMENT ADVISORS3 years Service code 27 · EIN 30-0529410 | Advisory (Plan) | $13,670 |
Annual investment return 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 | $56,814 | $64,119-11.4% | $112,228-49.4% | $66,914-15.1% |
| Participation rate | 73.5% | 68.5%+5.0pp | 75.1%-1.6pp | 69.8%+3.7pp |
| Annual return | -18.72% | -13.81%-4.9pp | 27.45%-46.2pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,141 | $3,005-62.0% | $3,635-68.6% | $2,544-55.2% |
| Participant deferral / active EE | $3,863 | $3,693+4.6% | $4,728-18.3% | $4,237-8.8% |
| Admin fee / account holder | $115 | $625-81.6% | $6,410-98.2% | $593-80.6% |