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 PORTFOLIOS FINANCIAL11+ years Filed as: AMERICAN PORTFOLIOS ADVISORS ONE Service code 27 350 LINDEN OAKS, SUITE 140 · ROCHESTER, NE 14625 | Advisory (Plan) | $52,437 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $46,789 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,137 | $100,923+18.0% | $150,045-20.6% | $74,304+60.3% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.3%+14.7pp | 60.3%+36.7pp |
| Annual return | 16.29% | 51.77%-35.5pp | 62.55%-46.3pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,441 | $3,463-29.5% | $4,693-48.0% | $2,241+8.9% |
| Participant deferral / active EE | $7,312 | $6,709+9.0% | $7,997-8.6% | $3,767+94.1% |
| Admin fee / account holder | $459 | $2,767-83.4% | $13,435-96.6% | $2,969-84.5% |