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 ADVISORS6 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $49,367 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $4,217 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,035 | $79,171-41.9% | $102,423-55.1% | $74,495-38.2% |
| Participation rate | 64.3% | 74.8%-10.5pp | 76.5%-12.2pp | 67.2%-2.9pp |
| Annual return | 12.69% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,268 | $2,362-46.3% | $3,023-58.1% | $2,623-51.7% |
| Participant deferral / active EE | $3,512 | $4,415-20.4% | $5,053-30.5% | $4,346-19.2% |
| Admin fee / account holder | $275 | $2,001-86.3% | $9,451-97.1% | $1,942-85.9% |