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 | $58,932 |
FINANCIAL DESIGNS, INC8+ years Service code 27 1116 VISTA PARK DRIVE · FOREST, VA 245514550 | Advisory (Plan) | $36,473 |
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 | $46,867 | $64,119-26.9% | $112,228-58.2% | $66,914-30.0% |
| Participation rate | 92.4% | 68.5%+23.9pp | 75.1%+17.3pp | 69.8%+22.5pp |
| Annual return | -11.46% | -13.81%+2.3pp | 27.45%-38.9pp | 1.58%-13.0pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,486 | $3,693+21.5% | $4,728-5.1% | $4,237+5.9% |
| Admin fee / account holder | $446 | $625-28.7% | $6,410-93.0% | $593-24.9% |