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 35-0145825 | Recordkeeping | $60,949 |
Filed as: RETIREMENT WELLNESS GROUP Service code 16 · EIN 82-5427341 | Consulting | $33,673 |
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 | $154,739 | $64,480+140.0% | $81,382+90.1% | $80,856+91.4% |
| Participation rate | 94.1% | 63.9%+30.2pp | 69.5%+24.6pp | 67.6%+26.5pp |
| Annual return | 24.70% | 16.34%+8.4pp | 24.73%0pp | 35.59%-10.9pp |
| Employer contribution / active EE | $1,130 | $1,978-42.9% | $2,463-54.1% | $2,755-59.0% |
| Participant deferral / active EE | $5,600 | $3,094+81.0% | $3,883+44.2% | $4,296+30.4% |
| Admin fee / account holder | $145 | $5,671-97.4% | $5,768-97.5% | $6,918-97.9% |