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 5-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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $19,017 |
BALLEW ADVISORS3+ years Service code 51 · EIN 64-0797641 | Investment Mgmt Fees | $14,829 |
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 | $28,939 | $49,451-41.5% | $79,550-63.6% | $66,914-56.8% |
| Participation rate | 90.0% | 61.3%+28.7pp | 69.5%+20.5pp | 69.8%+20.2pp |
| Annual return | -15.28% | 84.25%-99.5pp | 0.16%-15.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,483 | $1,266+17.2% | $2,413-38.5% | $2,544-41.7% |
| Participant deferral / active EE | $4,606 | $3,159+45.8% | $3,985+15.6% | $4,237+8.7% |
| Admin fee / account holder | $195 | $595-67.3% | $6,832-97.2% | $593-67.2% |