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 ADVISORS3 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $37,230 |
Service code 15 · EIN 72-1396518 | Recordkeeping | $1,380 |
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 | $46,939 | $70,908-33.8% | $98,907-52.5% | $73,488-36.1% |
| Participation rate | 77.8% | 73.8%+4.0pp | 76.0%+1.8pp | 70.7%+7.1pp |
| Annual return | 15.17% | 34.17%-19.0pp | 196.43%-181.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,764 | $2,036-13.4% | $2,689-34.4% | $2,270-22.3% |
| Participant deferral / active EE | $2,843 | $3,500-18.8% | $4,244-33.0% | $3,740-24.0% |
| Admin fee / account holder | $272 | $535-49.2% | $6,642-95.9% | $513-47.0% |