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 15 · EIN 01-0233346 | Recordkeeping | $20,670 |
WMG FINANCIAL ADVISORS2 years Service code 28 · EIN 20-1971280 | Investment Management | $18,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,146 | $50,199+9.9% | $70,092-21.3% | $66,914-17.6% |
| Participation rate | 53.5% | 66.3%-12.8pp | 70.5%-16.9pp | 69.8%-16.3pp |
| Annual return | -18.23% | -13.85%-4.4pp | 190.73%-209.0pp | 1.58%-19.8pp |
| Employer contribution / active EE | $669 | $1,864-64.1% | $2,559-73.9% | $2,544-73.7% |
| Participant deferral / active EE | $2,398 | $3,112-23.0% | $3,849-37.7% | $4,237-43.4% |
| Admin fee / account holder | $486 | $600-18.9% | $6,267-92.2% | $593-18.0% |