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 ADVISORS2+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $6,145 |
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 | $60,719 | $71,802-15.4% | $133,980-54.7% | $57,658+5.3% |
| Participation rate | 97.4% | 85.5%+11.9pp | 87.1%+10.3pp | 70.2%+27.2pp |
| Annual return | 25.51% | 13.51%+12.0pp | 29.30%-3.8pp | 5.13%+20.4pp |
| Employer contribution / active EE | $2,714 | $3,161-14.2% | $5,211-47.9% | $1,974+37.5% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $10 | $88-88.4% | $9,324-99.9% | $95-89.2% |