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 13 · EIN 42-0127290 | Contract Administrator | $77,731 |
Filed as: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 | Advisory (Plan) | $37,038 |
AMERICAN REALTY ADVISORS1 year Filed as: FIRST AMERICAN BANK Service code 13 · EIN 36-1078850 700 BUSSE RD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $17,700 |
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 | $98,130 | $66,302+48.0% | $110,238-11.0% | $56,287+74.3% |
| Participation rate | 84.4% | 74.9%+9.5pp | 79.8%+4.6pp | 69.9%+14.6pp |
| Annual return | -5.98% | -1.18%-4.8pp | 314.74%-320.7pp | -9.96%+4.0pp |
| Employer contribution / active EE | $765 | $2,047-62.6% | $3,826-80.0% | $2,111-63.7% |
| Participant deferral / active EE | $3,041 | $3,381-10.1% | $4,672-34.9% | $3,350-9.2% |
| Admin fee / account holder | $352 | $698-49.6% | $8,547-95.9% | $521-32.4% |