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 |
|---|---|---|
NATIONWIDE3+ years Service code 19 · EIN 31-4156830 | Securities Custodian | $72,197 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFIT SYSTEMS Service code 37 · EIN 75-2383194 | Loan Processing | $9,727 |
Service code 37 · EIN 20-3886993 | Loan Processing | $5,123 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,290 | $55,453+15.9% | $170,442-62.3% | $62,292+3.2% |
| Participation rate | 71.2% | 66.4%+4.8pp | 83.6%-12.4pp | 69.5%+1.6pp |
| Annual return | 17.81% | 21.38%-3.6pp | 205.93%-188.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,696 | $2,164+24.6% | $5,433-50.4% | $2,042+32.0% |
| Participant deferral / active EE | $3,390 | $2,303+47.2% | $4,939-31.4% | $3,169+7.0% |
| Admin fee / account holder | $613 | $455+34.8% | $13,880-95.6% | $479+28.0% |