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: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $27,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,156 | $65,557-41.8% | $64,056-40.4% | $71,457-46.6% |
| Participation rate | 72.0% | 73.2%-1.2pp | 72.3%-0.3pp | 67.9%+4.0pp |
| Annual return | 13.17% | 18.94%-5.8pp | 33.69%-20.5pp | 28.85%-15.7pp |
| Employer contribution / active EE | $1,271 | $2,669-52.4% | $2,747-53.7% | $2,588-50.9% |
| Participant deferral / active EE | $1,914 | $3,626-47.2% | $3,880-50.7% | $4,289-55.4% |
| Admin fee / account holder | $133 | $616-78.4% | $3,068-95.7% | $1,587-91.6% |