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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $18,583 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,571 | $60,989-45.0% | $60,874-44.9% | $66,914-49.8% |
| Participation rate | 78.3% | 74.5%+3.8pp | 73.1%+5.2pp | 69.8%+8.5pp |
| Annual return | -11.54% | -9.60%-1.9pp | 16.90%-28.4pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,286 | $2,661-51.7% | $2,701-52.4% | $2,544-49.4% |
| Participant deferral / active EE | $1,830 | $3,615-49.4% | $3,817-52.0% | $4,237-56.8% |
| Admin fee / account holder | $85 | $338-74.8% | $3,224-97.4% | $593-85.6% |