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 ADVISORS2+ years Service code 26 · EIN 64-0797641 | Advisory (Participants) | $54,150 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: MWG RETIREMENT PLAN SERVICES Service code 13 · EIN 72-1396518 | Contract Administrator | $10,475 |
Annual investment return 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 | $57,567 | $121,341-52.6% | $189,513-69.6% | $79,386-27.5% |
| Participation rate | 92.3% | 86.1%+6.2pp | 87.8%+4.5pp | 70.7%+21.6pp |
| Annual return | 10.54% | 21.08%-10.5pp | 555.15%-544.6pp | 116.85%-106.3pp |
| Employer contribution / active EE | $2,606 | $3,915-33.4% | $6,162-57.7% | $2,427+7.4% |
| Participant deferral / active EE | $4,536 | $6,395-29.1% | $8,221-44.8% | $4,046+12.1% |
| Admin fee / account holder | $233 | $651-64.2% | $12,045-98.1% | $626-62.8% |