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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 61-1381380 2353 ALEXANDRIA DR #100 · LEXINGTON, KY 40504 | Contract Administrator | $72,672 |
ASSET STRATEGY CONSULTANTS8 years Filed as: THE ASSET CONSULTING GROUP Service code 26 · EIN 82-0513236 410 S. ORCHARD, SUITE 112 · BOISE, ID 83705 | Advisory (Participants) | $46,300 |
PINNACLE PENSION SERVICES10+ years Filed as: PINNACLE PENSION SERVICES, INC. Service code 13 · EIN 82-0433443 3101 W MAIN STREET, STE 100 · BOISE, ID 83702 | Contract Administrator | $19,388 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 101 S. CAPITOL BLVD, STE 1700 · BOISE, ID 83702 | Accounting | $9,434 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,869 | $54,193-48.6% | $93,654-70.2% | $77,671-64.1% |
| Participation rate | 83.3% | 63.9%+19.4pp | 68.7%+14.6pp | 70.6%+12.7pp |
| Annual return | 10.48% | 30.54%-20.1pp | 133.34%-122.9pp | 31.21%-20.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,502 | $3,144+11.4% | $4,413-20.6% | $4,648-24.7% |
| Admin fee / account holder | $231 | $576-59.9% | $8,282-97.2% | $430-46.4% |