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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $89,730 |
GROUP BENEFIT STRATEGIES3 years Service code 27 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Advisory (Plan) | $14,720 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,634 | $86,655-93.5% | $119,609-95.3% | $66,914-91.6% |
| Participation rate | 84.3% | 75.6%+8.7pp | 79.3%+5.0pp | 69.8%+14.4pp |
| Annual return | -17.76% | -8.00%-9.8pp | -14.97%-2.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $5,197 | $2,536+104.9% | $4,232+22.8% | $2,544+104.3% |
| Participant deferral / active EE | $2,539 | $4,358-41.7% | $5,602-54.7% | $4,237-40.1% |
| Admin fee / account holder | $302 | $755-60.0% | $10,323-97.1% | $593-49.1% |