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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.
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| Provider | Service type | Compensation |
|---|---|---|
BWS ADVISORS LLC3 years Service code 27 2770 ELECTRIC RD · ROANOKE, VA 24018 | Advisory (Plan) | $9,750 |
Filed as: EMPOWER ANNUITY INSURNACE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,784 |
METRO BENEFITS, INC.1 year Service code 13 8150 PERRY HWY STE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,244 | $65,061-52.0% | $143,757-78.3% | $66,914-53.3% |
| Participation rate | 33.3% | 65.2%-31.8pp | 80.3%-47.0pp | 69.8%-36.5pp |
| Annual return | -16.25% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $947 | $2,361-59.9% | $4,951-80.9% | $2,544-62.8% |
| Participant deferral / active EE | $841 | $2,919-71.2% | $5,637-85.1% | $4,237-80.2% |
| Admin fee / account holder | $105 | $502-79.0% | $14,673-99.3% | $593-82.3% |