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 10-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 27 · EIN 64-0797641 | Advisory (Plan) | $30,276 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,086 | $73,638-30.6% | $95,952-46.8% | $73,488-30.5% |
| Participation rate | 53.8% | 76.2%-22.4pp | 77.1%-23.3pp | 70.7%-16.9pp |
| Annual return | 14.50% | 16.78%-2.3pp | 91.61%-77.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $889 | $1,863-52.3% | $2,541-65.0% | $2,270-60.8% |
| Participant deferral / active EE | $2,014 | $3,617-44.3% | $4,167-51.7% | $3,740-46.1% |
| Admin fee / account holder | $379 | $482-21.3% | $6,795-94.4% | $513-26.1% |