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 ADVISORS1 year Filed as: AMERICAN NATIONAL INSURANCE COMPANY Service code 15 · EIN 74-0484030 | Recordkeeping | $14,456 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $232 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 49 · EIN 13-2808480 | Other Services | $0 |
Service code 49 · EIN 20-4780677 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,616 | $75,183-61.9% | $123,892-76.9% | $55,167-48.1% |
| Participation rate | 48.9% | 72.8%-23.9pp | 81.4%-32.5pp | 69.0%-20.1pp |
| Annual return | 14.39% | 19.01%-4.6pp | 47.52%-33.1pp | 169.23%-154.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,221 | $5,084-36.6% | $5,984-46.2% | $3,054+5.5% |
| Admin fee / account holder | $126 | $663-81.1% | $8,357-98.5% | $504-75.1% |