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 ADVISORS2 years Service code 27 · EIN 64-0797641 | Advisory (Plan) | $53,543 |
INDEPENDENT PENSION SOLUTIONS5+ years Filed as: INDEPENDENT PENSION SOLUTIONS, LLC Service code 15 · EIN 72-1396518 | Recordkeeping | $10,866 |
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 | $56,324 | $98,982-43.1% | $162,163-65.3% | $65,185-13.6% |
| Participation rate | 92.1% | 85.8%+6.4pp | 87.6%+4.6pp | 70.2%+21.9pp |
| Annual return | 16.75% | 24.84%-8.1pp | 115.59%-98.8pp | 29.38%-12.6pp |
| Employer contribution / active EE | $2,435 | $3,467-29.8% | $5,614-56.6% | $2,177+11.9% |
| Participant deferral / active EE | $3,969 | $5,384-26.3% | $7,298-45.6% | $3,514+13.0% |
| Admin fee / account holder | $294 | $596-50.7% | $10,843-97.3% | $847-65.3% |