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 ADVISORS8+ years Filed as: BALLEW RUSSELL, INC. Service code 27 · EIN 64-0797641 | Advisory (Plan) | $30,786 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $3,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,234 | $49,451-2.5% | $79,550-39.4% | $66,914-27.9% |
| Participation rate | 48.4% | 61.3%-13.0pp | 69.5%-21.1pp | 69.8%-21.4pp |
| Annual return | -15.76% | 84.25%-100.0pp | 0.16%-15.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $453 | $1,266-64.2% | $2,413-81.2% | $2,544-82.2% |
| Participant deferral / active EE | $2,661 | $3,159-15.8% | $3,985-33.2% | $4,237-37.2% |
| Admin fee / account holder | $254 | $595-57.3% | $6,832-96.3% | $593-57.2% |