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 CONSULTANTS4 years Filed as: THE ASSET CONSULTING GROUP, INC. Service code 27 410 S. ORCHARD STREET, SUITE 112 · BOISE, ID 83705 | Advisory (Plan) | $73,541 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $18,067 |
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 | $82,814 | $91,407-9.4% | $135,903-39.1% | $71,457+15.9% |
| Participation rate | 89.2% | 75.7%+13.6pp | 81.9%+7.3pp | 67.9%+21.3pp |
| Annual return | 19.81% | 29.90%-10.1pp | 68.23%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $2,114 | $3,703-42.9% | $4,856-56.5% | $2,588-18.3% |
| Participant deferral / active EE | $7,027 | $7,092-0.9% | $7,758-9.4% | $4,289+63.8% |
| Admin fee / account holder | $458 | $1,266-63.8% | $10,762-95.7% | $1,587-71.1% |