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 |
|---|---|---|
BALLEW ADVISORS4 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $20,584 |
HADDOX REID EUBANK & BETTS, LLC6+ years Service code 10 · EIN 64-0414329 | Accounting | $10,000 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $1,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,488 | $86,286-45.0% | $111,297-57.3% | $85,850-44.7% |
| Participation rate | 83.7% | 73.3%+10.3pp | 77.3%+6.4pp | 69.3%+14.4pp |
| Annual return | 6.38% | 19.99%-13.6pp | 54.65%-48.3pp | 318.53%-312.2pp |
| Employer contribution / active EE | $1,074 | $2,043-47.4% | $2,731-60.7% | $2,565-58.1% |
| Participant deferral / active EE | $3,323 | $3,641-8.7% | $4,487-25.9% | $3,952-15.9% |
| Admin fee / account holder | $373 | $8,188-95.4% | $7,964-95.3% | $6,260-94.0% |