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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $39,175 |
TRUTINA FINANCIAL9+ years Service code 27 10811 MAIN STREET · BELLEVUE, WA 98004 | Advisory (Plan) | $36,401 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,044 | $76,050+59.2% | $96,544+25.4% | $71,457+69.4% |
| Participation rate | 91.6% | 74.4%+17.2pp | 76.0%+15.6pp | 67.9%+23.7pp |
| Annual return | 12.83% | 22.81%-10.0pp | 25.84%-13.0pp | 28.85%-16.0pp |
| Employer contribution / active EE | $2,778 | $2,244+23.8% | $2,965-6.3% | $2,588+7.4% |
| Participant deferral / active EE | $7,236 | $4,215+71.6% | $4,851+49.2% | $4,289+68.7% |
| Admin fee / account holder | $425 | $2,707-84.3% | $8,252-94.9% | $1,587-73.3% |