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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $14,278 |
PARADIGM CONSULTING, INC.9+ years Service code 27 133 BUSINESS PARK DR · UTICA, NY 13502 | Advisory (Plan) | $7,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,560 | $55,415-59.3% | $155,509-85.5% | $74,495-69.7% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+16.9pp | 67.2%+27.9pp |
| Annual return | 11.56% | 268.50%-256.9pp | 64.67%-53.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,458 | $2,267-35.7% | $4,672-68.8% | $2,623-44.4% |
| Participant deferral / active EE | $1,549 | $2,836-45.4% | $5,626-72.5% | $4,346-64.3% |
| Admin fee / account holder | $82 | $1,738-95.3% | $15,912-99.5% | $1,942-95.8% |