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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS2 years Filed as: THE ASSET CONSULTING GROUP, INC. Service code 27 410 S. ORCHARD STREET, SUITE 112 · BOISE, ID 83705 | Advisory (Plan) | $42,375 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $5,446 |
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 | $94,530 | $104,475-9.5% | $159,436-40.7% | $79,386+19.1% |
| Participation rate | 88.7% | 76.6%+12.0pp | 82.8%+5.8pp | 70.7%+17.9pp |
| Annual return | 20.94% | 67.95%-47.0pp | 263.57%-242.6pp | 116.85%-95.9pp |
| Employer contribution / active EE | $2,109 | $3,417-38.3% | $4,829-56.3% | $2,427-13.1% |
| Participant deferral / active EE | $6,972 | $6,467+7.8% | $7,352-5.2% | $4,046+72.3% |
| Admin fee / account holder | $315 | $711-55.8% | $10,799-97.1% | $626-49.8% |