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 | $16,689 |
NOVEM GROUP2 years Service code 27 350 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $5,672 |
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 | $22,460 | $86,655-74.1% | $119,609-81.2% | $66,914-66.4% |
| Participation rate | 37.0% | 75.6%-38.5pp | 79.3%-42.2pp | 69.8%-32.8pp |
| Annual return | -16.61% | -8.00%-8.6pp | -14.97%-1.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,638 | $4,358-62.4% | $5,602-70.8% | $4,237-61.3% |
| Admin fee / account holder | $349 | $755-53.7% | $10,323-96.6% | $593-41.1% |