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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 60-0951563 | Contract Administrator | $49,661 |
Filed as: KESTRA ADVISOR SERVICES, LLC Service code 27 5707 SOUTHWEST PARKWAY, BLDG 2 · AUSTON, TX 78735 | Advisory (Plan) | $31,428 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,440 | $79,171+39.5% | $102,423+7.8% | $74,495+48.3% |
| Participation rate | 82.5% | 74.8%+7.7pp | 76.5%+6.0pp | 67.2%+15.3pp |
| Annual return | 12.85% | 54.93%-42.1pp | 29.32%-16.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $3,033 | $2,362+28.4% | $3,023+0.3% | $2,623+15.6% |
| Participant deferral / active EE | $6,148 | $4,415+39.3% | $5,053+21.7% | $4,346+41.5% |
| Admin fee / account holder | $483 | $2,001-75.9% | $9,451-94.9% | $1,942-75.1% |