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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $19,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,938 | $59,805+25.3% | $79,550-5.8% | $68,494+9.4% |
| Participation rate | 96.2% | 61.1%+35.1pp | 69.5%+26.7pp | 67.9%+28.3pp |
| Annual return | -11.36% | -12.30%+0.9pp | 0.16%-11.5pp | -7.84%-3.5pp |
| Employer contribution / active EE | $3,813 | $1,505+153.3% | $2,413+58.0% | $2,596+46.9% |
| Participant deferral / active EE | $6,712 | $3,024+121.9% | $3,985+68.4% | $4,027+66.7% |
| Admin fee / account holder | $246 | $4,835-94.9% | $6,832-96.4% | $5,403-95.4% |