See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 19 · EIN 62-0951563 | Securities Custodian | $40,155 |
KERBERROSE WEALTH MANAGEMENT7 years Filed as: KERBERROSE Service code 10 · EIN 39-1658423 | Accounting | $5,000 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTONLARSONALLEN Service code 26 · EIN 41-0746749 | Advisory (Participants) | $2,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,199 | $34,934+26.5% | $56,411-21.6% | $74,495-40.7% |
| Participation rate | 75.7% | 32.8%+42.9pp | 52.5%+23.3pp | 67.2%+8.5pp |
| Annual return | 10.61% | 25.94%-15.3pp | 1701.33%-1690.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $586 | $609-3.7% | $1,039-43.5% | $2,623-77.6% |
| Participant deferral / active EE | $2,232 | $1,170+90.7% | $1,952+14.3% | $4,346-48.6% |
| Admin fee / account holder | $269 | $2,364-88.6% | $2,829-90.5% | $1,942-86.1% |