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 | $92,718 |
Filed as: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 | Advisory (Plan) | $50,466 |
AMERICAN REALTY ADVISORS6 years Filed as: FIRST AMERICAN BANK Service code 49 · EIN 36-1078850 700 BUSSE RD · ELK GROVE VILLAGE, IL 60007 | Other Services | $16,962 |
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 | $144,218 | $82,978+73.8% | $129,995+10.9% | $71,457+101.8% |
| Participation rate | 89.8% | 74.1%+15.7pp | 78.5%+11.3pp | 67.9%+21.9pp |
| Annual return | 14.87% | 20.60%-5.7pp | -137.18%+152.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $832 | $2,622-68.3% | $4,320-80.7% | $2,588-67.8% |
| Participant deferral / active EE | $4,391 | $4,432-0.9% | $5,820-24.6% | $4,289+2.4% |
| Admin fee / account holder | $353 | $1,729-79.6% | $10,614-96.7% | $1,587-77.7% |