Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 ADVISORS10+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $16,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,172 | $55,472+12.1% | $155,567-60.0% | $74,546-16.6% |
| Participation rate | 62.6% | 61.9%+0.7pp | 78.2%-15.6pp | 67.2%-4.6pp |
| Annual return | 14.02% | 268.72%-254.7pp | 64.74%-50.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $278 | $2,269-87.8% | $4,674-94.1% | $2,624-89.4% |
| Participant deferral / active EE | $3,211 | $2,838+13.2% | $5,628-42.9% | $4,347-26.1% |
| Admin fee / account holder | $157 | $1,743-91.0% | $15,916-99.0% | $1,944-91.9% |