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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $14,438 |
PARADIGM CONSULTING, INC.10+ years Service code 27 133 BUSINESS PARK DR · UTICA, NY 13502 | Advisory (Plan) | $7,172 |
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 | $25,648 | $49,915-48.6% | $154,803-83.4% | $74,304-65.5% |
| Participation rate | 99.1% | 54.0%+45.1pp | 78.1%+21.0pp | 60.3%+38.7pp |
| Annual return | 8.82% | 34.06%-25.2pp | 58.88%-50.1pp | 29.43%-20.6pp |
| Employer contribution / active EE | $1,574 | $1,611-2.3% | $4,305-63.4% | $2,241-29.8% |
| Participant deferral / active EE | $1,788 | $2,255-20.7% | $5,540-67.7% | $3,767-52.5% |
| Admin fee / account holder | $82 | $2,189-96.3% | $14,329-99.4% | $2,969-97.2% |