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 ADVISORS2 years Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 83-3455979 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $11,033 |
TOROSO INVESTMENTS3 years Filed as: TOROSO INVESTMENTS LLC Service code 16 623 5TH AVENUE, 15TH FLOOR · NEW YORK, NY 10022 | Consulting | $6,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,137 | $91,190-88.9% | $178,490-94.3% | $79,858-87.3% |
| Participation rate | 49.4% | 69.2%-19.8pp | 81.9%-32.6pp | 69.6%-20.3pp |
| Annual return | -0.14% | 24.19%-24.3pp | 151.07%-151.2pp | 31.71%-31.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,205 | $3,236-62.8% | $5,202-76.8% | $3,740-67.8% |
| Admin fee / account holder | $232 | $6,751-96.6% | $13,984-98.3% | $5,306-95.6% |