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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $37,548 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,279 | $69,763-46.6% | $67,502-44.8% | $74,495-50.0% |
| Participation rate | 74.5% | 71.4%+3.1pp | 72.9%+1.6pp | 67.2%+7.3pp |
| Annual return | 11.61% | -40.34%+51.9pp | 3512.12%-3500.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,339 | $2,704-50.5% | $2,731-51.0% | $2,623-49.0% |
| Participant deferral / active EE | $2,085 | $3,636-42.7% | $4,000-47.9% | $4,346-52.0% |
| Admin fee / account holder | $158 | $896-82.3% | $3,998-96.0% | $1,942-91.8% |