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 |
|---|---|---|
BGW WEALTH ADVISORS LLC3 years Service code 27 · EIN 56-2219582 | Advisory (Plan) | $33,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,845 | $106,110-39.8% | $147,005-56.6% | $77,671-17.8% |
| Participation rate | 56.3% | 78.4%-22.1pp | 82.2%-25.9pp | 70.6%-14.3pp |
| Annual return | 20.28% | 56.77%-36.5pp | 418.76%-398.5pp | 31.21%-10.9pp |
| Employer contribution / active EE | $1,014 | $4,065-75.1% | $4,934-79.5% | $2,726-62.8% |
| Participant deferral / active EE | $8,912 | $7,992+11.5% | $8,070+10.4% | $4,648+91.8% |
| Admin fee / account holder | $224 | $338-33.7% | $13,006-98.3% | $430-48.0% |