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 |
|---|---|---|
MWM CONSULTING GROUP10+ years Service code 11 · EIN 36-3870584 | Actuarial | $86,921 |
Service code 27 · EIN 35-1799334 | Advisory (Plan) | $22,110 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 | Accounting | $16,065 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $181,263-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 52.9%-52.9pp | 17.1%-17.1pp |
| Annual return | 1.92% | 13.03%-11.1pp | 12.57%-10.7pp | 9.82%-7.9pp |
| Employer contribution / active EE | $293 | $4,855-94.0% | $23,666-98.8% | $13,587-97.8% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $187,584-100.0% | $2,893-100.0% |