Filed August 1, 2025
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 |
|---|---|---|
Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $12,544 |
WFG ADVISORS1+ years Filed as: WFG Service code 28 · EIN 03-0509863 2711 N. HASKELL AVE. STE 2900 · DALLAS, TX 752042902 | Investment Management | $9,228 |
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 | $53,293 | $51,769+2.9% | $57,343-7.1% | $52,331+1.8% |
| Participation rate | 85.1% | 75.2%+9.8pp | 75.1%+10.0pp | 68.1%+17.0pp |
| Annual return | 0.89% | 2.43%-1.5pp | 24.39%-23.5pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,245 | $2,335-3.8% | $2,689-16.5% | $1,882+19.3% |
| Participant deferral / active EE | $3,211 | $2,794+14.9% | $3,162+1.5% | $3,022+6.3% |
| Admin fee / account holder | $98 | $295-66.9% | $3,356-97.1% | $592-83.5% |