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 | $73,770 |
Filed as: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 | Advisory (Plan) | $43,170 |
AMERICAN REALTY ADVISORS2 years Filed as: FIRST AMERICAN BANK Service code 13 · EIN 36-1078850 700 BUSSE RD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $11,996 |
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 | $114,030 | $86,332+32.1% | $125,175-8.9% | $65,185+74.9% |
| Participation rate | 85.6% | 75.3%+10.3pp | 79.8%+5.8pp | 70.2%+15.4pp |
| Annual return | 24.05% | 27.43%-3.4pp | 43.79%-19.7pp | 29.38%-5.3pp |
| Employer contribution / active EE | $744 | $2,040-63.5% | $3,865-80.8% | $2,177-65.8% |
| Participant deferral / active EE | $3,027 | $3,537-14.4% | $4,937-38.7% | $3,514-13.9% |
| Admin fee / account holder | $305 | $609-50.0% | $9,702-96.9% | $847-64.0% |