See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MC BYRD WEALTH MANAGEMENT LLC Service code 27 · EIN 27-0586258 | Advisory (Plan) | $13,644 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,007 | $60,323-2.2% | $81,812-27.9% | $74,495-20.8% |
| Participation rate | 66.7% | 62.9%+3.8pp | 72.3%-5.7pp | 67.2%-0.5pp |
| Annual return | 14.44% | 16.90%-2.5pp | 773.79%-759.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,231 | $2,620-14.9% | $2,912-23.4% | $2,623-14.9% |
| Participant deferral / active EE | $3,975 | $3,387+17.3% | $4,319-8.0% | $4,346-8.5% |
| Admin fee / account holder | $204 | $1,486-86.3% | $7,386-97.2% | $1,942-89.5% |