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 6-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 ADVISORS1+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 | Recordkeeping | $13,877 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,051 | $58,512-17.9% | $84,015-42.8% | $72,985-34.2% |
| Participation rate | 92.9% | 61.2%+31.6pp | 69.0%+23.8pp | 69.5%+23.4pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,306 | $1,163+12.3% | $1,983-34.2% | $2,440-46.5% |
| Participant deferral / active EE | $2,184 | $2,394-8.8% | $3,239-32.6% | $3,607-39.5% |
| Admin fee / account holder | $125 | $4,569-97.3% | $6,101-98.0% | $5,124-97.6% |