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 ADVISORS5 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $18,457 |
HADDOX REID EUBANK & BETTS, LLC7+ years Service code 10 · EIN 64-0414329 | Accounting | $10,250 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $2,219 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,316 | $71,883-57.8% | $86,677-65.0% | $68,494-55.7% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -13.08% | 3.52%-16.6pp | 35.91%-49.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,319 | $2,173-39.3% | $2,836-53.5% | $2,596-49.2% |
| Participant deferral / active EE | $3,912 | $3,779+3.5% | $4,656-16.0% | $4,027-2.9% |
| Admin fee / account holder | $344 | $6,112-94.4% | $7,493-95.4% | $5,403-93.6% |