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 |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN FIDUCIARY CORPORATION Service code 49 · EIN 04-2484178 200 RESERVOIR ST, SUITE 100 · NEEDHAM, MA 02494 | Other Services | $26,074 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,755 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,767 | $30,588+105.2% | $53,898+16.5% | $85,563-26.6% |
| Participation rate | 77.5% | 26.3%+51.1pp | 55.0%+22.5pp | 66.0%+11.5pp |
| Annual return | 23.57% | 50.42%-26.8pp | 528.60%-505.0pp | 31.51%-7.9pp |
| Employer contribution / active EE | $4,375 | $436+903.7% | $932+369.4% | $2,654+64.9% |
| Participant deferral / active EE | $9,507 | $848+1021.2% | $1,826+420.6% | $4,375+117.3% |
| Admin fee / account holder | $19 | $1,879-99.0% | $2,491-99.2% | $834-97.8% |