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 | $82,707 |
Filed as: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 | Advisory (Plan) | $47,663 |
AMERICAN REALTY ADVISORS3 years Filed as: FIRST AMERICAN BANK Service code 49 · EIN 36-1078850 700 BUSSE RD · ELK GROVE VILLAGE, IL 60007 | Other Services | $13,295 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,675 | $81,474+60.4% | $133,956-2.4% | $73,488+77.8% |
| Participation rate | 86.7% | 76.4%+10.3pp | 79.8%+6.9pp | 70.7%+16.0pp |
| Annual return | 17.62% | 19.40%-1.8pp | 45.09%-27.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $760 | $2,209-65.6% | $3,919-80.6% | $2,270-66.5% |
| Participant deferral / active EE | $3,120 | $3,786-17.6% | $5,048-38.2% | $3,740-16.6% |
| Admin fee / account holder | $328 | $713-54.1% | $8,927-96.3% | $513-36.1% |