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 ADVISORS5 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $34,872 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $1,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,604 | $76,050-45.3% | $96,544-56.9% | $71,457-41.8% |
| Participation rate | 65.3% | 74.4%-9.1pp | 76.0%-10.6pp | 67.9%-2.6pp |
| Annual return | 34.52% | 22.81%+11.7pp | 25.84%+8.7pp | 28.85%+5.7pp |
| Employer contribution / active EE | $1,140 | $2,244-49.2% | $2,965-61.6% | $2,588-56.0% |
| Participant deferral / active EE | $2,876 | $4,215-31.8% | $4,851-40.7% | $4,289-33.0% |
| Admin fee / account holder | $258 | $2,707-90.5% | $8,252-96.9% | $1,587-83.8% |