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 4-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 |
|---|---|---|
ATON ADVISORS LLC1 year Filed as: ATON FINANCIAL LLC Service code 27 1590 PONDE DE LEON AVE STE 206 · SAN JUAN, PR 00926 | Advisory (Plan) | $16,292 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,782 | $101,724-26.5% | $164,813-54.6% | $80,856-7.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.40% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,268 | $2,953-23.2% | $4,341-47.8% | $2,755-17.7% |
| Participant deferral / active EE | $5,446 | $4,477+21.6% | $6,031-9.7% | $4,296+26.8% |
| Admin fee / account holder | $1,440 | $8,227-82.5% | $12,690-88.6% | $6,918-79.2% |