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 9-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 | $55,752 |
Filed as: RETIREMENT WELLNESS GROUP Service code 16 · EIN 82-5427341 | Consulting | $27,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,337 | $84,487-33.3% | $125,339-55.1% | $66,914-15.8% |
| Participation rate | 58.7% | 76.4%-17.7pp | 82.4%-23.6pp | 69.8%-11.1pp |
| Annual return | -17.36% | -8.39%-9.0pp | 572.05%-589.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,267 | $3,553-64.3% | $4,814-73.7% | $2,544-50.2% |
| Participant deferral / active EE | $4,316 | $6,781-36.4% | $7,446-42.0% | $4,237+1.9% |
| Admin fee / account holder | $5 | $685-99.2% | $10,010-99.9% | $593-99.1% |