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 ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $24,463 |
PARADIGM CONSULTING, INC.7+ years Service code 27 133 BUSINESS PARK DR · UTICA, NY 13502 | Advisory (Plan) | $15,172 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,541 | $46,292-64.3% | $143,757-88.5% | $64,808-74.5% |
| Participation rate | 90.2% | 64.2%+26.0pp | 80.3%+9.9pp | 71.5%+18.7pp |
| Annual return | -5.81% | -10.05%+4.2pp | -0.04%-5.8pp | 32.82%-38.6pp |
| Employer contribution / active EE | $926 | $1,910-51.5% | $4,951-81.3% | $2,506-63.0% |
| Participant deferral / active EE | $883 | $2,646-66.6% | $5,637-84.3% | $4,310-79.5% |
| Admin fee / account holder | $135 | $154-12.0% | $14,673-99.1% | $188-28.0% |