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 ADVISORS7+ years Filed as: BALLEW RUSSELL, INC. Service code 27 · EIN 64-0797641 | Advisory (Plan) | $34,086 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $2,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,232 | $59,263-5.1% | $96,562-41.8% | $79,386-29.2% |
| Participation rate | 49.5% | 61.9%-12.4pp | 69.8%-20.3pp | 70.7%-21.2pp |
| Annual return | 9.64% | 27.07%-17.4pp | 37.78%-28.1pp | 116.85%-107.2pp |
| Employer contribution / active EE | $531 | $1,216-56.3% | $2,356-77.4% | $2,427-78.1% |
| Participant deferral / active EE | $3,053 | $2,948+3.6% | $3,849-20.7% | $4,046-24.5% |
| Admin fee / account holder | $272 | $658-58.6% | $6,181-95.6% | $626-56.5% |