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 ADVISORS1 year Service code 27 · EIN 64-0797641 | Advisory (Plan) | $19,127 |
HADDOX REID EUBANK & BETTS, LLC3+ years Service code 10 · EIN 64-0414329 | Accounting | $11,000 |
INDEPENDENT PENSION SOLUTIONS4+ years Service code 15 · EIN 72-1396518 | Recordkeeping | $2,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,488 | $59,186-41.7% | $76,768-55.1% | $56,287-38.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 77.0%+13.0pp | 69.9%+20.1pp |
| Annual return | -3.54% | 6.62%-10.2pp | 2.43%-6.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,029 | $1,759-41.5% | $2,485-58.6% | $2,111-51.3% |
| Participant deferral / active EE | $2,934 | $3,255-9.9% | $3,852-23.8% | $3,350-12.4% |
| Admin fee / account holder | $339 | $489-30.6% | $6,675-94.9% | $521-34.9% |