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 15 · EIN 62-0951563 | Recordkeeping | $41,526 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,450 | $61,272+11.7% | $149,673-54.3% | $71,457-4.2% |
| Participation rate | 70.4% | 62.5%+7.9pp | 78.8%-8.3pp | 67.9%+2.5pp |
| Annual return | 18.33% | 35.85%-17.5pp | 134.42%-116.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,779 | $2,378-25.2% | $4,818-63.1% | $2,588-31.2% |
| Participant deferral / active EE | $3,732 | $2,917+27.9% | $5,680-34.3% | $4,289-13.0% |
| Admin fee / account holder | $199 | $1,261-84.2% | $13,210-98.5% | $1,587-87.5% |