See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS8+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $12,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,271 | $71,883+95.1% | $86,677+61.8% | $68,494+104.8% |
| Participation rate | 81.1% | 72.2%+8.9pp | 76.6%+4.6pp | 67.9%+13.2pp |
| Annual return | -15.04% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,829 | $3,779+80.7% | $4,656+46.7% | $4,027+69.6% |
| Admin fee / account holder | $131 | $6,112-97.9% | $7,493-98.2% | $5,403-97.6% |