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 | $48,096 |
Service code 27 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Advisory (Plan) | $42,303 |
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 | $100,457 | $65,435+53.5% | $86,677+15.9% | $66,914+50.1% |
| Participation rate | 98.9% | 75.5%+23.4pp | 76.6%+22.3pp | 69.8%+29.1pp |
| Annual return | -11.75% | -10.89%-0.9pp | 35.91%-47.7pp | 1.58%-13.3pp |
| Employer contribution / active EE | $15,400 | $2,153+615.2% | $2,836+443.0% | $2,544+505.3% |
| Participant deferral / active EE | $5,384 | $4,100+31.3% | $4,656+15.6% | $4,237+27.1% |
| Admin fee / account holder | $317 | $642-50.6% | $7,493-95.8% | $593-46.5% |