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 ADVISORS6+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $6,582 |
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 | $159,543 | $78,422+103.4% | $95,952+66.3% | $79,858+99.8% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 14.25% | 19.37%-5.1pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,949 | $3,440+72.9% | $4,167+42.8% | $3,740+59.0% |
| Admin fee / account holder | $63 | $5,622-98.9% | $6,795-99.1% | $5,306-98.8% |