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 26 · EIN 64-0797641 | Advisory (Participants) | $21,407 |
HORNE LLP4 years Service code 10 · EIN 20-1941244 | Accounting | $20,000 |
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $7,415 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,154 | $65,061-69.0% | $143,757-86.0% | $66,914-69.9% |
| Participation rate | 49.0% | 65.2%-16.1pp | 80.3%-31.3pp | 69.8%-20.8pp |
| Annual return | -19.07% | -11.14%-7.9pp | -0.04%-19.0pp | 1.58%-20.7pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,092 | $2,919-62.6% | $5,637-80.6% | $4,237-74.2% |
| Admin fee / account holder | $363 | $502-27.6% | $14,673-97.5% | $593-38.8% |