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 60-0951563 | Contract Administrator | $7,216 |
STIFEL NICOLAUS & CO INC6 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 · EIN 43-1273600 | Advisory (Participants) | $3,073 |
FUND DIRECT ADVISORS6 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,728 | $27,839-47.1% | $58,482-74.8% | $71,457-79.4% |
| Participation rate | 41.8% | 34.5%+7.3pp | 50.9%-9.0pp | 67.9%-26.1pp |
| Annual return | 13.45% | 26.81%-13.4pp | 4239.32%-4225.9pp | 28.85%-15.4pp |
| Employer contribution / active EE | $58 | $631-90.7% | $1,053-94.4% | $2,588-97.7% |
| Participant deferral / active EE | $734 | $1,206-39.1% | $1,924-61.8% | $4,289-82.9% |
| Admin fee / account holder | $63 | $1,641-96.2% | $2,516-97.5% | $1,587-96.0% |