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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $0 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,160 | $79,944-36.0% | $98,439-48.0% | $75,163-31.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 15.34% | 19.75%-4.4pp | 21.16%-5.8pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,658 | $2,264+17.4% | $3,048-12.8% | $2,670-0.4% |
| Participant deferral / active EE | $4,871 | $3,752+29.8% | $4,738+2.8% | $4,125+18.1% |
| Admin fee / account holder | $292 | $6,840-95.7% | $8,948-96.7% | $5,651-94.8% |