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 | $51,913 |
Filed as: RETIREMENT WELLNESS GROUP Service code 16 · EIN 82-5427341 | Consulting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,405 | $54,229+77.8% | $70,092+37.5% | $68,494+40.7% |
| Participation rate | 98.8% | 64.5%+34.3pp | 70.5%+28.3pp | 67.9%+30.9pp |
| Annual return | -23.24% | -13.87%-9.4pp | 190.73%-214.0pp | -7.84%-15.4pp |
| Employer contribution / active EE | $48 | $2,018-97.6% | $2,559-98.1% | $2,596-98.1% |
| Participant deferral / active EE | $5,699 | $2,956+92.8% | $3,849+48.1% | $4,027+41.5% |
| Admin fee / account holder | $142 | $4,694-97.0% | $6,267-97.7% | $5,403-97.4% |