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 COMPANY Service code 15 · EIN 83-3455979 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $9,774 |
Filed as: KTRADE Service code 15 · EIN 27-3169253 1500 N OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $5,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,089 | $65,061-89.1% | $143,757-95.1% | $66,914-89.4% |
| Participation rate | 55.6% | 65.2%-9.6pp | 80.3%-24.7pp | 69.8%-14.2pp |
| Annual return | 34.55% | -11.14%+45.7pp | -0.04%+34.6pp | 1.58%+33.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,037 | $2,919-64.5% | $5,637-81.6% | $4,237-75.5% |
| Admin fee / account holder | $75 | $502-85.1% | $14,673-99.5% | $593-87.4% |