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 ADVISORS3+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $19,225 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,784 | $46,173-18.2% | $170,442-77.8% | $69,631-45.7% |
| Participation rate | 22.6% | 63.9%-41.3pp | 83.6%-61.0pp | 70.7%-48.1pp |
| Annual return | 16.44% | 21.62%-5.2pp | 205.93%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $60 | $1,610-96.3% | $5,433-98.9% | $2,032-97.0% |
| Participant deferral / active EE | $698 | $2,080-66.5% | $4,939-85.9% | $3,224-78.4% |
| Admin fee / account holder | $133 | $116+14.3% | $13,880-99.0% | $110+20.1% |