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 ADVISORS5+ years Filed as: BALLEW RUSSELL, INC. Service code 27 · EIN 64-0797641 | Advisory (Plan) | $25,103 |
INDEPENDENT PENSION SOLUTIONS5+ years Service code 15 · EIN 72-1396518 | Recordkeeping | $1,880 |
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.
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 | $48,942 | $40,174+21.8% | $84,015-41.7% | $67,579-27.6% |
| Participation rate | 39.1% | 62.7%-23.6pp | 69.0%-29.9pp | 71.3%-32.1pp |
| Annual return | 14.81% | 25.82%-11.0pp | 71.31%-56.5pp | 378.56%-363.7pp |
| Employer contribution / active EE | $331 | $808-59.0% | $1,983-83.3% | $2,148-84.6% |
| Participant deferral / active EE | $1,816 | $2,301-21.1% | $3,239-43.9% | $3,539-48.7% |
| Admin fee / account holder | $221 | $128+72.4% | $6,101-96.4% | $142+55.4% |