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 ADVISORS3+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $5,525 |
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 | $70,636 | $81,537-13.4% | $149,718-52.8% | $69,631+1.4% |
| Participation rate | 97.9% | 86.1%+11.7pp | 87.1%+10.8pp | 70.7%+27.2pp |
| Annual return | 18.55% | 22.79%-4.2pp | 1501.63%-1483.1pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,872 | $3,239-11.3% | $5,445-47.3% | $2,032+41.3% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $9 | $107-91.6% | $11,283-99.9% | $110-91.8% |