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 27 · EIN 64-0797641 | Advisory (Plan) | $16,476 |
Service code 15 · EIN 72-1396518 | Recordkeeping | $9,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,727 | $58,083-71.2% | $80,019-79.1% | $56,287-70.3% |
| Participation rate | 79.1% | 73.6%+5.5pp | 75.8%+3.3pp | 69.9%+9.3pp |
| Annual return | -5.06% | 34.61%-39.7pp | 11.22%-16.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $829 | $1,932-57.1% | $2,468-66.4% | $2,111-60.7% |
| Participant deferral / active EE | $2,099 | $3,135-33.0% | $3,686-43.0% | $3,350-37.3% |
| Admin fee / account holder | $180 | $623-71.1% | $6,521-97.2% | $521-65.5% |