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 | $28,906 |
FIRST BANKERS TRUST SERVICES4 years Filed as: FIRST BANKERS TRUST Service code 27 201 N. THIRD STREET · BARDSTOWN, KY 40004 | Advisory (Plan) | $19,258 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,289 | $79,700-9.3% | $153,485-52.9% | $74,495-3.0% |
| Participation rate | 72.9% | 69.8%+3.1pp | 77.1%-4.1pp | 67.2%+5.7pp |
| Annual return | 14.14% | 15.07%-0.9pp | 15.65%-1.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,663 | $4,016-58.6% | $5,039-67.0% | $2,623-36.6% |
| Participant deferral / active EE | $2,421 | $5,315-54.4% | $6,757-64.2% | $4,346-44.3% |
| Admin fee / account holder | $244 | $1,790-86.3% | $12,724-98.1% | $1,942-87.4% |