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 TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $13,085 |
PARADIGM CONSULTING, INC.8+ years Service code 27 133 BUSINESS PARK DR · UTICA, NY 13502 | Advisory (Plan) | $7,001 |
Annual investment return 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 | $17,956 | $47,126-61.9% | $149,673-88.0% | $74,419-75.9% |
| Participation rate | 92.7% | 63.4%+29.4pp | 78.8%+14.0pp | 70.7%+22.0pp |
| Annual return | 5.63% | 22.75%-17.1pp | 134.42%-128.8pp | 34.38%-28.7pp |
| Employer contribution / active EE | $1,139 | $1,905-40.2% | $4,818-76.4% | $2,637-56.8% |
| Participant deferral / active EE | $1,110 | $2,728-59.3% | $5,680-80.5% | $4,528-75.5% |
| Admin fee / account holder | $70 | $343-79.5% | $13,210-99.5% | $348-79.8% |