See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN UNTILED LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $27,985 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,430 | $69,477-14.5% | $94,646-37.2% | $71,457-16.8% |
| Participation rate | 83.3% | 78.4%+4.9pp | 80.8%+2.5pp | 67.9%+15.4pp |
| Annual return | 20.15% | 29.66%-9.5pp | 156.71%-136.6pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,914 | $2,853-32.9% | $3,672-47.9% | $2,588-26.0% |
| Participant deferral / active EE | $7,987 | $7,345+8.8% | $7,418+7.7% | $4,289+86.2% |
| Admin fee / account holder | $5 | $1,210-99.6% | $7,231-99.9% | $1,587-99.7% |