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 ADVISORS4+ years Filed as: BALLEW RUSSELL, INC. Service code 27 · EIN 64-0797641 | Advisory (Plan) | $24,498 |
INDEPENDENT PENSION SOLUTIONS4+ years Service code 15 · EIN 72-1396518 | Recordkeeping | $2,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,708 | $42,548-2.0% | $74,550-44.1% | $56,287-25.9% |
| Participation rate | 39.5% | 60.5%-21.0pp | 69.1%-29.6pp | 69.9%-30.3pp |
| Annual return | -4.62% | 12.40%-17.0pp | 32.53%-37.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $326 | $855-61.8% | $1,961-83.4% | $2,111-84.5% |
| Participant deferral / active EE | $1,836 | $2,277-19.4% | $3,108-40.9% | $3,350-45.2% |
| Admin fee / account holder | $217 | $467-53.4% | $5,060-95.7% | $521-58.3% |