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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $14,350 |
NOVEM GROUP1 year Service code 27 350 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $5,247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,444 | $93,182-71.6% | $146,665-82.0% | $79,386-66.7% |
| Participation rate | 34.2% | 76.4%-42.2pp | 80.1%-45.9pp | 70.7%-36.5pp |
| Annual return | 32.26% | 21.61%+10.7pp | 22.74%+9.5pp | 116.85%-84.6pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,312 | $4,169-68.5% | $5,506-76.2% | $4,046-67.6% |
| Admin fee / account holder | $338 | $585-42.2% | $10,280-96.7% | $626-46.1% |