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 ADVISORS2+ years Filed as: BALLEW RUSSELL, INC. Service code 27 · EIN 64-0797641 | Advisory (Plan) | $55,226 |
INDEPENDENT PENSION SOLUTIONS2+ years Service code 15 · EIN 72-1396518 | Recordkeeping | $5,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,035 | $75,183-20.1% | $123,892-51.5% | $55,167+8.8% |
| Participation rate | 94.7% | 72.8%+21.8pp | 81.4%+13.2pp | 69.0%+25.7pp |
| Annual return | 8.28% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $5,102 | $2,823+80.7% | $4,617+10.5% | $1,963+159.9% |
| Participant deferral / active EE | $7,912 | $5,084+55.6% | $5,984+32.2% | $3,054+159.0% |
| Admin fee / account holder | $210 | $663-68.3% | $8,357-97.5% | $504-58.3% |