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) | $43,950 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $3,241 |
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 | $37,375 | $72,607-48.5% | $90,749-58.8% | $66,914-44.1% |
| Participation rate | 84.0% | 73.7%+10.3pp | 75.7%+8.3pp | 69.8%+14.2pp |
| Annual return | -18.38% | -12.28%-6.1pp | -12.16%-6.2pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,016 | $2,369-14.9% | $2,921-31.0% | $2,544-20.8% |
| Participant deferral / active EE | $3,307 | $3,977-16.9% | $4,564-27.6% | $4,237-22.0% |
| Admin fee / account holder | $273 | $707-61.4% | $8,445-96.8% | $593-54.0% |