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 ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $17,169 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,048 | $70,428-14.7% | $96,562-37.8% | $85,850-30.1% |
| Participation rate | 98.1% | 61.8%+36.3pp | 69.8%+28.3pp | 69.3%+28.8pp |
| Annual return | 13.82% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $4,974 | $1,413+252.0% | $2,356+111.1% | $2,565+93.9% |
| Participant deferral / active EE | $5,712 | $2,894+97.4% | $3,849+48.4% | $3,952+44.5% |
| Admin fee / account holder | $160 | $4,997-96.8% | $6,181-97.4% | $6,260-97.4% |