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 ADVISORS1 year Service code 51 · EIN 64-0797641 | Investment Mgmt Fees | $32,000 |
INDEPENDENT PENSION SOLUTIONS3+ years Filed as: INDEPENDENT PENSION SOLUTIONS, LLC Service code 15 · EIN 72-1396518 | Recordkeeping | $1,560 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,357 | $66,180+66.8% | $118,746-7.1% | $62,292+77.2% |
| Participation rate | 94.2% | 71.3%+22.9pp | 78.3%+16.0pp | 69.5%+24.7pp |
| Annual return | 11.70% | 60.89%-49.2pp | 24.54%-12.8pp | 28.90%-17.2pp |
| Employer contribution / active EE | $0 | $3,183-100.0% | $4,193-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,129 | $4,247+44.3% | $5,332+14.9% | $3,169+93.4% |
| Admin fee / account holder | $284 | $753-62.3% | $10,720-97.3% | $479-40.7% |