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 | $88,360+34.8% | $145,433-18.1% | $67,986+75.2% |
| Participation rate | 97.1% | 65.5%+31.6pp | 82.1%+14.9pp | 57.2%+39.9pp |
| Annual return | 16.29% | 63.15%-46.9pp | 66.58%-50.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $2,441 | $3,054-20.1% | $4,554-46.4% | $2,019+20.9% |
| Participant deferral / active EE | $7,312 | $5,932+23.3% | $7,897-7.4% | $3,358+117.8% |
| Admin fee / account holder | $459 | $3,313-86.1% | $13,129-96.5% | $3,203-85.7% |