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 | $59,122 |
FINANCIAL DESIGNS, INC9+ years Service code 27 1116 VISTA PARK DRIVE · FOREST, VA 245514550 | Advisory (Plan) | $37,014 |
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 | $51,154 | $76,670-33.3% | $96,683-47.1% | $71,457-28.4% |
| Participation rate | 92.4% | 66.6%+25.8pp | 74.3%+18.1pp | 67.9%+24.5pp |
| Annual return | 12.51% | 48.29%-35.8pp | 35.69%-23.2pp | 28.85%-16.3pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,880 | $3,771+29.4% | $4,8780% | $4,289+13.8% |
| Admin fee / account holder | $462 | $2,028-77.2% | $6,730-93.1% | $1,587-70.9% |