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 | $94,988 |
Filed as: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 | Advisory (Plan) | $60,841 |
AMERICAN REALTY ADVISORS5 years Filed as: FIRST AMERICAN BANK Service code 49 · EIN 36-1078850 700 BUSSE RD · ELK GROVE VILLAGE, IL 60007 | Other Services | $16,641 |
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 | $129,508 | $86,655+49.5% | $119,609+8.3% | $66,914+93.5% |
| Participation rate | 89.3% | 75.6%+13.8pp | 79.3%+10.1pp | 69.8%+19.5pp |
| Annual return | -15.46% | -8.00%-7.5pp | -14.97%-0.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $827 | $2,536-67.4% | $4,232-80.5% | $2,544-67.5% |
| Participant deferral / active EE | $4,533 | $4,358+4.0% | $5,602-19.1% | $4,237+7.0% |
| Admin fee / account holder | $381 | $755-49.6% | $10,323-96.3% | $593-35.9% |