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 Service code 27 · EIN 64-0797641 | Advisory (Plan) | $31,175 |
Service code 15 · EIN 72-1396518 | Recordkeeping | $1,140 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,864 | $66,310-42.9% | $93,606-59.5% | $65,185-41.9% |
| Participation rate | 78.8% | 74.0%+4.8pp | 75.8%+2.9pp | 70.2%+8.6pp |
| Annual return | 36.88% | 42.58%-5.7pp | 32.76%+4.1pp | 29.38%+7.5pp |
| Employer contribution / active EE | $1,569 | $2,012-22.0% | $2,718-42.3% | $2,177-27.9% |
| Participant deferral / active EE | $2,607 | $3,342-22.0% | $4,069-35.9% | $3,514-25.8% |
| Admin fee / account holder | $226 | $6,897-96.7% | $7,888-97.1% | $847-73.3% |