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 ADVISORS10+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $6,504 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,648 | $129,021+39.2% | $184,203-2.5% | $77,643+131.4% |
| Participation rate | 93.4% | 87.3%+6.1pp | 86.8%+6.6pp | 70.6%+22.8pp |
| Annual return | 17.53% | 33.27%-15.7pp | 28.81%-11.3pp | 31.24%-13.7pp |
| Employer contribution / active EE | $2,400 | $4,413-45.6% | $6,427-62.7% | $2,726-11.9% |
| Participant deferral / active EE | $7,377 | $7,297+1.1% | $9,131-19.2% | $4,647+58.7% |
| Admin fee / account holder | $6 | $254-97.7% | $13,901-100.0% | $430-98.6% |