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 9-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 | $53,520 |
Filed as: RETIREMENT WELLNESS GROUP Service code 16 · EIN 82-5427341 | Consulting | $28,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,902 | $91,407-26.8% | $135,903-50.8% | $71,457-6.4% |
| Participation rate | 60.6% | 75.7%-15.0pp | 81.9%-21.3pp | 67.9%-7.3pp |
| Annual return | 21.62% | 29.90%-8.3pp | 68.23%-46.6pp | 28.85%-7.2pp |
| Employer contribution / active EE | $1,559 | $3,703-57.9% | $4,856-67.9% | $2,588-39.8% |
| Participant deferral / active EE | $5,078 | $7,092-28.4% | $7,758-34.5% | $4,289+18.4% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,762-99.9% | $1,587-99.7% |