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 Filed as: BALLEW RUSSELL, INC. Service code 27 · EIN 64-0797641 | Advisory (Plan) | $26,225 |
INDEPENDENT PENSION SOLUTIONS3+ years Service code 15 · EIN 72-1396518 | Recordkeeping | $3,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,081 | $51,466-24.1% | $78,778-50.4% | $62,292-37.3% |
| Participation rate | 42.5% | 59.8%-17.3pp | 69.2%-26.7pp | 69.5%-27.0pp |
| Annual return | 6.05% | 19.96%-13.9pp | 35.62%-29.6pp | 28.90%-22.8pp |
| Employer contribution / active EE | $319 | $827-61.4% | $1,986-83.9% | $2,042-84.4% |
| Participant deferral / active EE | $1,799 | $2,147-16.2% | $2,958-39.2% | $3,169-43.2% |
| Admin fee / account holder | $228 | $489-53.5% | $5,134-95.6% | $479-52.5% |