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 60-0951563 | Contract Administrator | $8,660 |
STIFEL NICOLAUS & CO INC7 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 · EIN 43-1273600 | Advisory (Participants) | $45 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,464 | $34,934-61.5% | $56,411-76.1% | $74,495-81.9% |
| Participation rate | 54.7% | 32.8%+21.9pp | 52.5%+2.3pp | 67.2%-12.5pp |
| Annual return | 12.05% | 25.94%-13.9pp | 1701.33%-1689.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $54 | $609-91.2% | $1,039-94.8% | $2,623-98.0% |
| Participant deferral / active EE | $988 | $1,170-15.5% | $1,952-49.4% | $4,346-77.3% |
| Admin fee / account holder | $45 | $2,364-98.1% | $2,829-98.4% | $1,942-97.7% |