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 |
|---|---|---|
Filed as: HOWARD CAPITAL MANAGEMENT Service code 28 · EIN 76-0661984 1145 HEMBREE RD · ROSWELL, GA 30076 | Investment Management | $33,393 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $24,600 |
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 | $137,792 | $104,475+31.9% | $159,436-13.6% | $79,386+73.6% |
| Participation rate | 77.6% | 76.6%+1.0pp | 82.8%-5.2pp | 70.7%+6.9pp |
| Annual return | 13.53% | 67.95%-54.4pp | 263.57%-250.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,528 | $6,467-14.5% | $7,352-24.8% | $4,046+36.7% |
| Admin fee / account holder | $423 | $711-40.5% | $10,799-96.1% | $626-32.4% |