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) | $29,596 |
Service code 15 · EIN 72-1396518 | Recordkeeping | $1,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,367 | $58,083-51.2% | $80,019-64.6% | $56,287-49.6% |
| Participation rate | 77.9% | 73.6%+4.2pp | 75.8%+2.0pp | 69.9%+8.0pp |
| Annual return | -5.51% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,442 | $1,932-25.4% | $2,468-41.6% | $2,111-31.7% |
| Participant deferral / active EE | $2,243 | $3,135-28.5% | $3,686-39.1% | $3,350-33.0% |
| Admin fee / account holder | $238 | $623-61.7% | $6,521-96.3% | $521-54.3% |