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 ADVISORS2 years Filed as: AMERICAN QUALIFIED PLANS, INC. Service code 13 · EIN 94-2826846 220 S. LIVERMORE AVE · LIVERMORE, CA 94550 | Contract Administrator | $9,850 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,410 | $80,753-69.8% | $136,294-82.1% | $62,292-60.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.62% | 35.83%-21.2pp | 5155.94%-5141.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $3,252 | $2,884+12.8% | $4,695-30.7% | $2,042+59.2% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $265 | $525-49.5% | $9,243-97.1% | $479-44.6% |