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 ADVISORS3+ years Service code 26 · EIN 64-0797641 | Advisory (Participants) | $50,859 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: MWG RETIREMENT PLAN SERVICES Service code 13 · EIN 72-1396518 | Contract Administrator | $11,780 |
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 | $47,050 | $86,897-45.9% | $151,611-69.0% | $64,808-27.4% |
| Participation rate | 89.6% | 87.3%+2.4pp | 87.5%+2.1pp | 71.5%+18.2pp |
| Annual return | -16.58% | -3.57%-13.0pp | 3.33%-19.9pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,577 | $4,010-35.7% | $6,166-58.2% | $2,506+2.9% |
| Participant deferral / active EE | $4,249 | $6,690-36.5% | $8,363-49.2% | $4,310-1.4% |
| Admin fee / account holder | $216 | $153+41.4% | $11,616-98.1% | $188+15.2% |