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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS3 years Filed as: THE ASSET CONSULTING GROUP, INC. Service code 27 410 S. ORCHARD STREET, SUITE 112 · BOISE, ID 83705 | Advisory (Plan) | $25,129 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $3,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,951 | $84,487-7.7% | $125,339-37.8% | $66,914+16.5% |
| Participation rate | 89.0% | 76.4%+12.6pp | 82.4%+6.7pp | 69.8%+19.2pp |
| Annual return | -16.72% | -8.39%-8.3pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,055 | $3,553-42.2% | $4,814-57.3% | $2,544-19.2% |
| Participant deferral / active EE | $6,932 | $6,781+2.2% | $7,446-6.9% | $4,237+63.6% |
| Admin fee / account holder | $170 | $685-75.3% | $10,010-98.3% | $593-71.4% |