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 & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $43,241 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 16 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Consulting | $14,736 |
Filed as: NIELSEN FINANCIAL MANAGEMENT Service code 27 31 SOUTH 21ST ST · FORT DODGE, IA 50501 | Advisory (Plan) | $6,209 |
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 | $37,347 | $69,362-46.2% | $101,248-63.1% | $73,488-49.2% |
| Participation rate | 82.2% | 68.4%+13.8pp | 75.8%+6.4pp | 70.7%+11.5pp |
| Annual return | 11.96% | 18.46%-6.5pp | 46.47%-34.5pp | 28.51%-16.6pp |
| Employer contribution / active EE | $665 | $2,628-74.7% | $3,660-81.8% | $2,270-70.7% |
| Participant deferral / active EE | $3,612 | $3,300+9.5% | $4,370-17.3% | $3,740-3.4% |
| Admin fee / account holder | $530 | $704-24.6% | $5,945-91.1% | $513+3.4% |