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 | $51,560 |
Filed as: RETIREMENT WELLNESS GROUP Service code 16 · EIN 82-5427341 | Consulting | $29,298 |
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 | $125,033 | $59,101+111.6% | $77,163+62.0% | $75,163+66.3% |
| Participation rate | 98.6% | 63.9%+34.7pp | 69.6%+29.0pp | 67.2%+31.4pp |
| Annual return | 28.73% | 26.71%+2.0pp | 37.87%-9.1pp | 160.62%-131.9pp |
| Employer contribution / active EE | $874 | $1,995-56.2% | $2,535-65.5% | $2,670-67.3% |
| Participant deferral / active EE | $6,775 | $2,999+125.9% | $3,833+76.7% | $4,125+64.2% |
| Admin fee / account holder | $130 | $4,774-97.3% | $5,472-97.6% | $5,651-97.7% |