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 | $5,185 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,734 | $129,021-25.8% | $184,203-48.0% | $77,643+23.3% |
| Participation rate | 96.9% | 87.3%+9.5pp | 86.8%+10.0pp | 70.6%+26.3pp |
| Annual return | 29.87% | 33.27%-3.4pp | 28.81%+1.1pp | 31.24%-1.4pp |
| Employer contribution / active EE | $4,188 | $4,413-5.1% | $6,427-34.8% | $2,726+53.6% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $6 | $254-97.8% | $13,901-100.0% | $430-98.7% |