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 TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $18,511 |
BUTTONWOOD WEALTH, LLC1 year Service code 27 24 WEST PICCADILLY ST. · WINCHESTER, VA 22601 | Advisory (Plan) | $8,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,628 | $41,647+19.2% | $96,139-48.4% | $86,799-42.8% |
| Participation rate | 38.1% | 50.2%-12.1pp | 68.4%-30.4pp | 72.3%-34.2pp |
| Annual return | 13.55% | 27.24%-13.7pp | 191.94%-178.4pp | 97.91%-84.4pp |
| Employer contribution / active EE | $673 | $1,318-48.9% | $2,797-75.9% | $2,405-72.0% |
| Participant deferral / active EE | $1,192 | $2,412-50.6% | $4,349-72.6% | $4,131-71.2% |
| Admin fee / account holder | $237 | $169+40.2% | $5,537-95.7% | $170+40.0% |