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 |
|---|---|---|
Filed as: BLEAKLEY FINANCIAL GROUP Service code 27 | Advisory (Plan) | $31,834 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $26,745 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,453 | $55,4720% | $155,567-64.4% | $74,546-25.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.99% | 268.72%-256.7pp | 64.74%-52.7pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $3,819 | $2,269+68.3% | $4,674-18.3% | $2,624+45.5% |
| Participant deferral / active EE | $4,415 | $2,838+55.6% | $5,628-21.6% | $4,347+1.5% |
| Admin fee / account holder | $47 | $1,743-97.3% | $15,916-99.7% | $1,944-97.6% |