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 35-0145825 | Recordkeeping | $67,959 |
Filed as: RETIREMENT WELLNESS GROUP Service code 16 · EIN 82-5427341 | Consulting | $33,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,970 | $69,515+69.7% | $86,874+35.8% | $85,850+37.4% |
| Participation rate | 0.0% | 66.3%-66.3pp | 71.6%-71.6pp | 69.3%-69.3pp |
| Annual return | 14.15% | 20.12%-6.0pp | 63.52%-49.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,760 | $2,919+63.1% | $3,699+28.7% | $3,952+20.5% |
| Admin fee / account holder | $128 | $5,972-97.8% | $5,828-97.8% | $6,260-97.9% |