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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $43,428 |
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Service code 27 501 E. MCBEE AVENUE · GREENVILLE, SC 29601 | Advisory (Plan) | $29,945 |
Filed as: MML INVESTOR SERVICES Service code 27 135 S. MAIN STREET, SUITE 800 · GREENVILLE, SC 29601 | Advisory (Plan) | $8,856 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $225 |
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 | $143,729 | $79,171+81.5% | $102,423+40.3% | $74,495+92.9% |
| Participation rate | 82.8% | 74.8%+8.0pp | 76.5%+6.3pp | 67.2%+15.6pp |
| Annual return | 10.22% | 54.93%-44.7pp | 29.32%-19.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $21,133 | $2,362+794.6% | $3,023+599.0% | $2,623+705.7% |
| Participant deferral / active EE | $6,549 | $4,415+48.3% | $5,053+29.6% | $4,346+50.7% |
| Admin fee / account holder | $395 | $2,001-80.3% | $9,451-95.8% | $1,942-79.7% |