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 6-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 Filed as: BALLEW RUSSELL Service code 27 · EIN 64-0797641 | Advisory (Plan) | $43,356 |
INDEPENDENT PENSION SOLUTIONS3+ years Filed as: INDEPENDENT PENSION SOLUTIONS, LLC Service code 15 · EIN 72-1396518 | Recordkeeping | $10,934 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,880 | $89,739-45.5% | $149,718-67.4% | $62,292-21.5% |
| Participation rate | 84.3% | 85.1%-0.8pp | 87.1%-2.8pp | 69.5%+14.8pp |
| Annual return | 9.23% | 21.01%-11.8pp | 1501.63%-1492.4pp | 28.90%-19.7pp |
| Employer contribution / active EE | $2,106 | $3,233-34.9% | $5,445-61.3% | $2,042+3.1% |
| Participant deferral / active EE | $3,439 | $4,797-28.3% | $6,569-47.6% | $3,169+8.5% |
| Admin fee / account holder | $286 | $551-48.2% | $11,283-97.5% | $479-40.4% |