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 Service code 27 · EIN 64-0797641 | Advisory (Plan) | $26,450 |
Service code 15 · EIN 72-1396518 | Recordkeeping | $1,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,283 | $63,299-49.0% | $91,001-64.5% | $62,292-48.2% |
| Participation rate | 78.9% | 73.3%+5.6pp | 75.6%+3.3pp | 69.5%+9.4pp |
| Annual return | 14.75% | 20.99%-6.2pp | 4.60%+10.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,438 | $1,807-20.4% | $2,456-41.4% | $2,042-29.6% |
| Participant deferral / active EE | $2,186 | $2,943-25.7% | $3,547-38.4% | $3,169-31.0% |
| Admin fee / account holder | $225 | $468-51.8% | $5,417-95.8% | $479-53.0% |