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 60-0951563 | Contract Administrator | $37,680 |
Filed as: KESTRA ADVISOR SERVICES, LLC Service code 27 5707 SOUTHWEST PARKWAY, BLDG 2 · AUSTON, TX 78735 | Advisory (Plan) | $35,583 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,082 | $76,050+32.9% | $96,544+4.7% | $71,457+41.5% |
| Participation rate | 80.4% | 74.4%+6.0pp | 76.0%+4.4pp | 67.9%+12.4pp |
| Annual return | 12.89% | 22.81%-9.9pp | 25.84%-13.0pp | 28.85%-16.0pp |
| Employer contribution / active EE | $2,953 | $2,244+31.6% | $2,965-0.4% | $2,588+14.1% |
| Participant deferral / active EE | $6,165 | $4,215+46.3% | $4,851+27.1% | $4,289+43.8% |
| Admin fee / account holder | $452 | $2,707-83.3% | $8,252-94.5% | $1,587-71.5% |