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 ADVISORS1 year Service code 27 · EIN 64-0797641 | Advisory (Plan) | $47,499 |
INDEPENDENT PENSION SOLUTIONS4+ years Filed as: INDEPENDENT PENSION SOLUTIONS, LLC Service code 15 · EIN 72-1396518 | Recordkeeping | $11,238 |
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 | $47,782 | $79,523-39.9% | $140,016-65.9% | $56,287-15.1% |
| Participation rate | 88.3% | 85.7%+2.6pp | 87.5%+0.8pp | 69.9%+18.4pp |
| Annual return | -4.69% | 2.39%-7.1pp | 651.12%-655.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,150 | $3,350-35.8% | $5,606-61.6% | $2,111+1.9% |
| Participant deferral / active EE | $3,629 | $5,129-29.2% | $6,927-47.6% | $3,350+8.3% |
| Admin fee / account holder | $288 | $614-53.1% | $10,705-97.3% | $521-44.7% |