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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $36,898 |
BUTTONWOOD WEALTH, LLC3 years Service code 27 24 WEST PICCADILLY ST. · WINCHESTER, VA 22601 | Advisory (Plan) | $12,252 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,780 | $40,385+13.4% | $80,569-43.2% | $74,419-38.5% |
| Participation rate | 28.7% | 47.4%-18.7pp | 67.0%-38.3pp | 70.7%-42.0pp |
| Annual return | 13.25% | 164.85%-151.6pp | 935.43%-922.2pp | 34.38%-21.1pp |
| Employer contribution / active EE | $463 | $1,496-69.1% | $2,723-83.0% | $2,637-82.4% |
| Participant deferral / active EE | $807 | $2,674-69.8% | $4,447-81.9% | $4,528-82.2% |
| Admin fee / account holder | $413 | $720-42.6% | $5,377-92.3% | $348+18.7% |