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 ADVISORS1 year Filed as: AMERICAN LIFE INSURANCE CO Service code 66 | Other insurance wrap fees; Insurance ... | $37,747 |
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,916 | $37,196-68.0% | $154,107-92.3% | $55,725-78.6% |
| Participation rate | 58.1% | 64.1%-6.0pp | 83.0%-24.9pp | 70.9%-12.8pp |
| Annual return | -4.50% | 1319.68%-1324.2pp | 735.12%-739.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,054 | $1,614-34.7% | $5,298-80.1% | $2,078-49.3% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |