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: GERMAN AMERICAN FINANCIAL & TRUST C Service code 27 711 MAIN ST · JASPER, IN 47546 | Advisory (Plan) | $40,756 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $21,367 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,764 | $80,753+86.7% | $136,294+10.6% | $62,292+142.0% |
| Participation rate | 78.4% | 73.5%+4.9pp | 81.9%-3.5pp | 69.5%+8.9pp |
| Annual return | 20.35% | 35.83%-15.5pp | 5155.94%-5135.6pp | 28.90%-8.5pp |
| Employer contribution / active EE | $2,981 | $2,884+3.4% | $4,695-36.5% | $2,042+46.0% |
| Participant deferral / active EE | $6,070 | $5,164+17.5% | $6,247-2.8% | $3,169+91.5% |
| Admin fee / account holder | $363 | $525-30.9% | $9,243-96.1% | $479-24.2% |