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 ADVISORS3 years Service code 26 · EIN 64-0797641 | Advisory (Participants) | $17,337 |
HORNE LLP1 year Service code 10 · EIN 20-1941244 | Accounting | $11,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,275 | $70,908-78.5% | $98,907-84.6% | $73,488-79.2% |
| Participation rate | 78.4% | 73.8%+4.6pp | 76.0%+2.4pp | 70.7%+7.7pp |
| Annual return | 12.61% | 34.17%-21.6pp | 196.43%-183.8pp | 28.51%-15.9pp |
| Employer contribution / active EE | $962 | $2,036-52.8% | $2,689-64.2% | $2,270-57.6% |
| Participant deferral / active EE | $2,488 | $3,500-28.9% | $4,244-41.4% | $3,740-33.5% |
| Admin fee / account holder | $195 | $535-63.6% | $6,642-97.1% | $513-62.0% |