See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COOPER HAIMS ADVISORS, LLC11+ years Service code 27 · EIN 27-0036535 | Advisory (Plan) | $76,346 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $69,594 |
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 | $198,180 | $95,880+106.7% | $107,525+84.3% | $85,563+131.6% |
| Participation rate | 98.5% | 70.1%+28.4pp | 75.1%+23.5pp | 66.0%+32.6pp |
| Annual return | 15.00% | 68.06%-53.1pp | 181.32%-166.3pp | 31.51%-16.5pp |
| Employer contribution / active EE | $4,551 | $3,812+19.4% | $3,754+21.3% | $2,654+71.5% |
| Participant deferral / active EE | $11,601 | $4,201+176.1% | $5,116+126.8% | $4,375+165.1% |
| Admin fee / account holder | $332 | $1,025-67.6% | $8,919-96.3% | $834-60.1% |