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 & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $17,540 |
ROMOLO & ASSOCIATES1 year Service code 10 · EIN 37-1077733 | Accounting | $11,370 |
LANE & WATERMAN2+ years Service code 29 · EIN 42-0642243 | Legal | $7,032 |
INVESTMENT CONSULTING GROUP2+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,145 | $52,884-18.4% | $84,750-49.1% | $55,167-21.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 10.17% | 18.03%-7.9pp | 22.78%-12.6pp | 169.23%-159.1pp |
| Employer contribution / active EE | $3,584 | $2,233+60.5% | $3,574+0.3% | $1,963+82.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $307 | $581-47.1% | $5,332-94.2% | $504-39.1% |