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 | $62,931 |
Filed as: RETIREMENT WELLNESS GROUP Service code 16 · EIN 82-5427341 | Consulting | $31,269 |
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 | $79,765 | $101,317-21.3% | $146,958-45.7% | $74,495+7.1% |
| Participation rate | 57.0% | 75.5%-18.5pp | 82.2%-25.2pp | 67.2%-10.2pp |
| Annual return | 16.09% | 8730.91%-8714.8pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,515 | $3,810-60.2% | $4,933-69.3% | $2,623-42.2% |
| Participant deferral / active EE | $4,877 | $7,303-33.2% | $8,070-39.6% | $4,346+12.2% |
| Admin fee / account holder | $10 | $1,739-99.4% | $12,998-99.9% | $1,942-99.5% |