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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 83-3455979 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $11,014 |
TOROSO INVESTMENTS2 years Filed as: TOROSO INVESTMENTS LLC Service code 16 623 5TH AVENUE, 15TH FLOOR · NEW YORK, NY 10022 | Consulting | $6,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,992 | $85,202-74.2% | $172,739-87.3% | $72,985-69.9% |
| Participation rate | 3.9% | 70.1%-66.2pp | 82.6%-78.7pp | 69.5%-65.6pp |
| Annual return | 2.13% | 27.32%-25.2pp | 802.84%-800.7pp | 81.00%-78.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,440 | $3,260-55.8% | $5,198-72.3% | $3,607-60.1% |
| Admin fee / account holder | $454 | $5,884-92.3% | $13,954-96.7% | $5,124-91.1% |