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 TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $42,396 |
TRUTINA FINANCIAL8+ years Service code 27 10811 MAIN STREET · BELLEVUE, WA 98004 | Advisory (Plan) | $38,682 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,174 | $65,435+59.2% | $86,677+20.2% | $66,914+55.7% |
| Participation rate | 95.1% | 75.5%+19.7pp | 76.6%+18.5pp | 69.8%+25.3pp |
| Annual return | -12.22% | -10.89%-1.3pp | 35.91%-48.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $2,379 | $2,153+10.5% | $2,836-16.1% | $2,544-6.5% |
| Participant deferral / active EE | $6,311 | $4,100+53.9% | $4,656+35.6% | $4,237+49.0% |
| Admin fee / account holder | $424 | $642-33.8% | $7,493-94.3% | $593-28.4% |