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 ADVISORS3+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $17,986 |
ROMOLO & ASSOCIATES2 years Service code 10 · EIN 37-1077733 | Accounting | $10,387 |
LANE & WATERMAN3+ years Service code 29 · EIN 42-0642243 | Legal | $6,171 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY Service code 19 · EIN 75-3182674 | Securities Custodian | $6,123 |
INVESTMENT CONSULTING GROUP3+ 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 | $54,860 | $58,726-6.6% | $92,233-40.5% | $62,292-11.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.57% | 43.62%-25.0pp | 176.28%-157.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $5,101 | $2,392+113.3% | $3,679+38.6% | $2,042+149.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $361 | $556-35.0% | $5,194-93.0% | $479-24.6% |