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 10-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 |
|---|---|---|
BWS ADVISORS LLC1 year Service code 27 2770 ELECTRIC RD · ROANOKE, VA 24018 | Advisory (Plan) | $6,905 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,630 | $58,879-39.5% | $178,490-80.0% | $73,488-51.5% |
| Participation rate | 61.7% | 66.2%-4.5pp | 81.9%-20.2pp | 70.7%-8.9pp |
| Annual return | 18.82% | 24.86%-6.0pp | 151.07%-132.3pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,751 | $2,236-21.7% | $5,011-65.0% | $2,270-22.9% |
| Participant deferral / active EE | $1,180 | $2,567-54.0% | $5,202-77.3% | $3,740-68.4% |
| Admin fee / account holder | $229 | $400-42.7% | $13,984-98.4% | $513-55.3% |