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 | $51,239 |
Service code 27 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Advisory (Plan) | $43,043 |
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 | $118,803 | $76,050+56.2% | $96,544+23.1% | $71,457+66.3% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.1pp | 67.9%+31.1pp |
| Annual return | -10.50% | 22.81%-33.3pp | 25.84%-36.3pp | 28.85%-39.3pp |
| Employer contribution / active EE | $23,309 | $2,244+938.6% | $2,965+686.2% | $2,588+800.8% |
| Participant deferral / active EE | $9,483 | $4,215+125.0% | $4,851+95.5% | $4,289+121.1% |
| Admin fee / account holder | $432 | $2,707-84.0% | $8,252-94.8% | $1,587-72.8% |