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 9-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 ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $38,989 |
GROUP BENEFIT STRATEGIES2 years Service code 27 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Advisory (Plan) | $14,488 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,087 | $86,225-94.1% | $146,665-96.5% | $86,799-94.1% |
| Participation rate | 87.4% | 78.0%+9.4pp | 80.1%+7.4pp | 72.3%+15.1pp |
| Annual return | 13.71% | 31.23%-17.5pp | 22.74%-9.0pp | 97.91%-84.2pp |
| Employer contribution / active EE | $910 | $2,392-62.0% | $4,136-78.0% | $2,405-62.2% |
| Participant deferral / active EE | $1,141 | $4,245-73.1% | $5,506-79.3% | $4,131-72.4% |
| Admin fee / account holder | $117 | $195-40.1% | $10,280-98.9% | $170-31.0% |