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 |
|---|---|---|
Service code 28 · EIN 39-1849892 | Investment Management | $75,486 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $9,784 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $1,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,575 | $55,415+222.2% | $155,509+14.8% | $74,495+139.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.77% | 268.50%-255.7pp | 64.67%-51.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $12,989 | $2,267+472.9% | $4,672+178.0% | $2,623+395.2% |
| Participant deferral / active EE | $8,235 | $2,836+190.4% | $5,626+46.4% | $4,346+89.5% |
| Admin fee / account holder | $606 | $1,738-65.1% | $15,912-96.2% | $1,942-68.8% |