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 ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $56,017 |
PARADIGM CONSULTING, INC.7+ years Service code 27 133 BUSINESS PARK DRIVE · UTICA, NY 13502 | Advisory (Plan) | $37,423 |
FUST CHARLES CHAMBERS LLP7+ years Filed as: FUST CHARLES CHAMBERS, LLP Service code 10 · EIN 16-1226221 | Accounting | $9,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,692 | $56,485+37.5% | $185,823-58.2% | $86,799-10.5% |
| Participation rate | 30.0% | 65.5%-35.5pp | 81.7%-51.7pp | 72.3%-42.3pp |
| Annual return | 11.62% | 118.04%-106.4pp | 122.05%-110.4pp | 97.91%-86.3pp |
| Employer contribution / active EE | $365 | $1,843-80.2% | $5,167-92.9% | $2,405-84.8% |
| Participant deferral / active EE | $1,057 | $2,553-58.6% | $5,568-81.0% | $4,131-74.4% |
| Admin fee / account holder | $500 | $150+233.9% | $16,237-96.9% | $170+194.6% |