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 CONSULTANTS5 years Filed as: THE ASSET CONSULTING GROUP, INC. Service code 27 410 S. ORCHARD STREET, SUITE 112 · BOISE, ID 83705 | Advisory (Plan) | $62,633 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $15,331 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,932 | $101,317-8.3% | $146,958-36.8% | $74,495+24.8% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.2%+8.5pp | 67.2%+23.4pp |
| Annual return | 16.60% | 8730.91%-8714.3pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,248 | $3,810-41.0% | $4,933-54.4% | $2,623-14.3% |
| Participant deferral / active EE | $7,632 | $7,303+4.5% | $8,070-5.4% | $4,346+75.6% |
| Admin fee / account holder | $350 | $1,739-79.9% | $12,998-97.3% | $1,942-82.0% |