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 |
|---|---|---|
BALLEW ADVISORS6 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $45,320 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $3,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,727 | $71,516-37.5% | $98,439-54.6% | $71,457-37.4% |
| Participation rate | 79.9% | 72.7%+7.2pp | 75.2%+4.7pp | 67.9%+12.0pp |
| Annual return | 17.56% | 32.41%-14.8pp | 21.16%-3.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,016 | $2,399-16.0% | $3,048-33.9% | $2,588-22.1% |
| Participant deferral / active EE | $3,421 | $4,109-16.7% | $4,738-27.8% | $4,289-20.2% |
| Admin fee / account holder | $264 | $1,675-84.2% | $8,948-97.0% | $1,587-83.3% |