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 |
|---|---|---|
MC BYRD WEALTH MANAGEMENT2+ years Service code 28 PO BOX 948 · BELLVILLE, TX 77418 | Investment Management | $11,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,440 | $43,423-55.2% | $78,689-75.3% | $55,167-64.8% |
| Participation rate | 66.7% | 68.0%-1.4pp | 73.6%-6.9pp | 69.0%-2.3pp |
| Annual return | 8.80% | 11.53%-2.7pp | 62.18%-53.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $142 | $1,997-92.9% | $2,851-95.0% | $1,963-92.8% |
| Participant deferral / active EE | $1,899 | $2,509-24.3% | $3,517-46.0% | $3,054-37.8% |
| Admin fee / account holder | $150 | $416-64.0% | $4,510-96.7% | $504-70.3% |