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 ADVISORS1 year Filed as: AMERICAN TRUST Service code 15 · EIN 61-1256314 | Recordkeeping | $8,039 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $3,460 |
RATHER & KITTRELL, INC.1 year Filed as: RATHER & KITTRELL Service code 26 · EIN 26-0855702 | Advisory (Participants) | $2,241 |
Employer contribution per participant 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 | $59,276 | $65,908-10.1% | $81,812-27.5% | $77,643-23.7% |
| Participation rate | 97.0% | 65.8%+31.2pp | 72.3%+24.6pp | 70.6%+26.4pp |
| Annual return | 15.95% | 26.64%-10.7pp | 773.79%-757.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $329 | $2,370-86.1% | $2,912-88.7% | $2,726-87.9% |
| Participant deferral / active EE | $6,485 | $3,505+85.0% | $4,319+50.2% | $4,647+39.5% |
| Admin fee / account holder | $35 | $526-93.4% | $7,386-99.5% | $430-92.0% |