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 | $108,889 |
Filed as: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 | Advisory (Plan) | $58,639 |
AMERICAN REALTY ADVISORS7 years Filed as: FIRST AMERICAN BANK Service code 49 · EIN 36-1078850 700 BUSSE RD · ELK GROVE VILLAGE, IL 60007 | Other Services | $20,243 |
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 | $150,100 | $88,083+70.4% | $164,813-8.9% | $74,495+101.5% |
| Participation rate | 90.3% | 73.0%+17.3pp | 78.6%+11.7pp | 67.2%+23.1pp |
| Annual return | 14.65% | 17.26%-2.6pp | 69.93%-55.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $870 | $2,593-66.5% | $4,341-80.0% | $2,623-66.8% |
| Participant deferral / active EE | $4,314 | $4,498-4.1% | $6,031-28.5% | $4,346-0.7% |
| Admin fee / account holder | $409 | $2,234-81.7% | $12,690-96.8% | $1,942-78.9% |