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 ADVISORS4+ years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $53,500 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $21,105 |
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 | $55,702 | $100,227-44.4% | $169,993-67.2% | $74,419-25.2% |
| Participation rate | 87.6% | 87.3%+0.3pp | 87.0%+0.6pp | 70.7%+16.9pp |
| Annual return | 15.64% | 66.08%-50.4pp | 53.37%-37.7pp | 34.38%-18.7pp |
| Employer contribution / active EE | $2,907 | $4,263-31.8% | $6,785-57.2% | $2,637+10.2% |
| Participant deferral / active EE | $4,181 | $7,143-41.5% | $10,408-59.8% | $4,528-7.7% |
| Admin fee / account holder | $240 | $234+2.3% | $12,815-98.1% | $348-31.0% |