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 ADVISORS1+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $5,010 |
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 | $50,725 | $68,413-25.9% | $123,104-58.8% | $55,191-8.1% |
| Participation rate | 97.1% | 84.5%+12.6pp | 86.8%+10.3pp | 69.2%+28.0pp |
| Annual return | 11.22% | 6.30%+4.9pp | 13.22%-2.0pp | 10.78%+0.4pp |
| Employer contribution / active EE | $2,755 | $3,050-9.7% | $5,151-46.5% | $1,899+45.1% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $9 | $88-90.3% | $9,015-99.9% | $91-90.6% |