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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $34,338 |
BUTTONWOOD WEALTH, LLC2 years Service code 27 24 WEST PICCADILLY ST. · WINCHESTER, VA 22601 | Advisory (Plan) | $15,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,162 | $34,677+24.5% | $77,024-44.0% | $64,808-33.4% |
| Participation rate | 39.8% | 49.8%-10.0pp | 67.9%-28.1pp | 71.5%-31.6pp |
| Annual return | -12.16% | -5.33%-6.8pp | 42.32%-54.5pp | 32.82%-45.0pp |
| Employer contribution / active EE | $628 | $1,370-54.2% | $2,812-77.7% | $2,506-74.9% |
| Participant deferral / active EE | $1,152 | $2,556-54.9% | $4,426-74.0% | $4,310-73.3% |
| Admin fee / account holder | $421 | $179+135.8% | $5,425-92.2% | $188+124.2% |