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 |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN FIDUCIARY CORPORATION Service code 49 200 RESERVOIR STREET, SUITE 100 · NEEDHAM, MA 02494 | Other Services | $6,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,515 | $65,561+83.8% | $91,541+31.7% | $74,304+62.2% |
| Participation rate | 39.1% | 56.6%-17.5pp | 69.8%-30.7pp | 60.3%-21.3pp |
| Annual return | 22.31% | 17.68%+4.6pp | 20.50%+1.8pp | 29.43%-7.1pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,929 | $2,918+34.6% | $4,008-2.0% | $3,767+4.3% |
| Admin fee / account holder | $24 | $3,333-99.3% | $6,956-99.7% | $2,969-99.2% |