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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $55,822 |
PARADIGM CONSULTING, INC.8+ years Service code 27 133 BUSINESS PARK DRIVE · UTICA, NY 13502 | Advisory (Plan) | $36,254 |
FUST CHARLES CHAMBERS LLP8+ years Filed as: FUST CHARLES CHAMBERS, LLP Service code 10 · EIN 16-1226221 | Accounting | $9,410 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,130 | $46,292+45.0% | $143,757-53.3% | $64,808+3.6% |
| Participation rate | 25.8% | 64.2%-38.5pp | 80.3%-54.5pp | 71.5%-45.7pp |
| Annual return | -11.05% | -10.05%-1.0pp | -0.04%-11.0pp | 32.82%-43.9pp |
| Employer contribution / active EE | $366 | $1,910-80.8% | $4,951-92.6% | $2,506-85.4% |
| Participant deferral / active EE | $1,056 | $2,646-60.1% | $5,637-81.3% | $4,310-75.5% |
| Admin fee / account holder | $505 | $154+228.4% | $14,673-96.6% | $188+168.9% |