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 ADVISORS8+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $2,166 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,787 | $71,883-64.1% | $86,677-70.2% | $68,494-62.4% |
| Participation rate | 78.9% | 72.2%+6.6pp | 76.6%+2.3pp | 67.9%+11.0pp |
| Annual return | -11.80% | 3.52%-15.3pp | 35.91%-47.7pp | -7.84%-4.0pp |
| Employer contribution / active EE | $182 | $2,173-91.6% | $2,836-93.6% | $2,596-93.0% |
| Participant deferral / active EE | $2,108 | $3,779-44.2% | $4,656-54.7% | $4,027-47.7% |
| Admin fee / account holder | $30 | $6,112-99.5% | $7,493-99.6% | $5,403-99.5% |