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 5-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 ADVISORS1+ years Service code 26 · EIN 64-0797641 | Advisory (Participants) | $41,565 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: MWG RETIREMENT PLAN SERVICES Service code 13 · EIN 72-1396518 | Contract Administrator | $14,590 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,671 | $549,947-90.1% | $177,821-69.3% | - |
| Participation rate | 92.0% | 87.8%+4.1pp | 87.7%+4.2pp | - |
| Annual return | 0.00% | 10.27%-10.3pp | 48.32%-48.3pp | - |
| Employer contribution / active EE | $2,434 | $3,110-21.7% | $5,918-58.9% | - |
| Participant deferral / active EE | $4,034 | $4,796-15.9% | $7,714-47.7% | - |
| Admin fee / account holder | $218 | $57,220-99.6% | $12,427-98.2% | - |