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 15 · EIN 62-0951563 | Recordkeeping | $28,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,503 | $61,156+7.1% | $185,823-64.7% | $79,386-17.5% |
| Participation rate | 70.1% | 66.6%+3.5pp | 81.7%-11.6pp | 70.7%-0.6pp |
| Annual return | 13.97% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,489 | $2,321-35.8% | $5,167-71.2% | $2,427-38.6% |
| Participant deferral / active EE | $3,093 | $2,789+10.9% | $5,568-44.4% | $4,046-23.5% |
| Admin fee / account holder | $144 | $710-79.7% | $16,237-99.1% | $626-77.0% |