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 ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $34,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,112 | $50,815+47.8% | $155,509-51.7% | $77,643-3.3% |
| Participation rate | 71.3% | 63.1%+8.2pp | 78.2%-6.9pp | 70.6%+0.7pp |
| Annual return | 16.09% | 34.80%-18.7pp | 64.67%-48.6pp | 31.24%-15.1pp |
| Employer contribution / active EE | $1,932 | $1,993-3.1% | $4,672-58.7% | $2,726-29.1% |
| Participant deferral / active EE | $3,896 | $2,822+38.1% | $5,626-30.8% | $4,647-16.2% |
| Admin fee / account holder | $149 | $437-65.9% | $15,912-99.1% | $430-65.4% |