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 4-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 ADVISORS3+ years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $48,700 |
ASCENSUS LLC3+ years Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $39,437 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN WEALTH ADVISORS Service code 26 · EIN 41-0746749 | Advisory (Participants) | $28,408 |
VRAKAS S.C.1 year Service code 10 · EIN 39-1453055 | Accounting | $11,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,911 | $82,917-77.2% | $103,333-81.7% | $77,643-75.6% |
| Participation rate | 94.6% | 71.6%+23.1pp | 74.5%+20.1pp | 70.6%+24.1pp |
| Annual return | 11.62% | 19.13%-7.5pp | 24.88%-13.3pp | 31.24%-19.6pp |
| Employer contribution / active EE | $2,393 | $3,552-32.6% | $3,868-38.1% | $2,726-12.2% |
| Participant deferral / active EE | $3,454 | $4,108-15.9% | $5,057-31.7% | $4,647-25.7% |
| Admin fee / account holder | $248 | $638-61.1% | $8,355-97.0% | $430-42.3% |