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 3-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 |
|---|---|---|
Filed as: MWG RETIREMENT PLAN SERVICES Service code 13 · EIN 72-1396518 | Contract Administrator | $14,225 |
BALLEW ADVISORS1 year Service code 26 · EIN 64-0797641 | Advisory (Participants) | $6,572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,290 | $78,485-89.4% | $106,213-92.2% | $74,495-88.9% |
| Participation rate | 68.5% | 72.8%-4.4pp | 75.3%-6.8pp | 67.2%+1.3pp |
| Annual return | 15.25% | 15.95%-0.7pp | 116.14%-100.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $775 | $2,523-69.3% | $3,171-75.6% | $2,623-70.5% |
| Participant deferral / active EE | $2,050 | $4,322-52.6% | $5,016-59.1% | $4,346-52.8% |
| Admin fee / account holder | $176 | $2,232-92.1% | $11,033-98.4% | $1,942-90.9% |