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 LLC4 years Service code 27 2770 ELECTRIC RD · ROANOKE, VA 24018 | Advisory (Plan) | $7,016 |
METRO BENEFITS, INC.2 years Service code 13 8150 PERRY HWY STE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $6,250 |
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 | $32,277 | $47,126-31.5% | $149,673-78.4% | $74,419-56.6% |
| Participation rate | 39.8% | 63.4%-23.6pp | 78.8%-38.9pp | 70.7%-30.9pp |
| Annual return | 18.86% | 22.75%-3.9pp | 134.42%-115.6pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,057 | $1,905-44.6% | $4,818-78.1% | $2,637-59.9% |
| Participant deferral / active EE | $934 | $2,728-65.7% | $5,680-83.5% | $4,528-79.4% |
| Admin fee / account holder | $168 | $343-51.1% | $13,210-98.7% | $348-51.8% |