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 Filed as: BALLEW RUSSELL, INC. Service code 27 · EIN 64-0797641 | Advisory (Plan) | $27,904 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $1,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,891 | $54,573-3.1% | $90,951-41.8% | $73,488-28.0% |
| Participation rate | 45.7% | 61.2%-15.4pp | 69.0%-23.3pp | 70.7%-24.9pp |
| Annual return | 11.94% | 16.69%-4.7pp | 134.60%-122.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $397 | $991-59.9% | $2,122-81.3% | $2,270-82.5% |
| Participant deferral / active EE | $2,205 | $2,517-12.4% | $3,373-34.6% | $3,740-41.0% |
| Admin fee / account holder | $219 | $521-58.0% | $5,959-96.3% | $513-57.3% |