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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 61-1381380 2353 ALEXANDRIA DR #100 · LEXINGTON, KY 40504 | Contract Administrator | $70,528 |
ASSET STRATEGY CONSULTANTS9 years Filed as: THE ASSET CONSULTING GROUP Service code 26 · EIN 82-0513236 410 S. ORCHARD, SUITE 112 · BOISE, ID 83705 | Advisory (Participants) | $52,771 |
PINNACLE PENSION SERVICES11+ years Filed as: PINNACLE PENSION SERVICES, INC. Service code 13 · EIN 82-0433443 3101 W MAIN STREET, STE 100 · BOISE, ID 83702 | Contract Administrator | $28,812 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 877 W. MAIN STREET · BOISE, ID 83702 | Accounting | $15,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,674 | $56,767-38.9% | $101,794-65.9% | $85,563-59.5% |
| Participation rate | 85.7% | 57.6%+28.1pp | 69.2%+16.5pp | 66.0%+19.7pp |
| Annual return | 16.00% | 17.76%-1.8pp | 30.53%-14.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,053 | $2,720+49.0% | $4,084-0.8% | $4,375-7.4% |
| Admin fee / account holder | $260 | $1,098-76.3% | $8,777-97.0% | $834-68.8% |