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 ADVISORS1 year Service code 27 · EIN 64-0797641 | Advisory (Plan) | $31,276 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $1,370 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,361 | $54,701-0.6% | $86,188-36.9% | $71,457-23.9% |
| Participation rate | 45.4% | 60.1%-14.7pp | 69.0%-23.5pp | 67.9%-22.5pp |
| Annual return | 13.36% | 20.06%-6.7pp | 1168.45%-1155.1pp | 28.85%-15.5pp |
| Employer contribution / active EE | $446 | $1,265-64.7% | $2,380-81.3% | $2,588-82.8% |
| Participant deferral / active EE | $2,511 | $3,108-19.2% | $3,985-37.0% | $4,289-41.5% |
| Admin fee / account holder | $228 | $1,922-88.1% | $6,852-96.7% | $1,587-85.6% |