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 ADVISORS4+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $3,740 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,886 | $80,005-26.4% | $140,016-57.9% | $55,725+5.7% |
| Participation rate | 98.3% | 87.0%+11.3pp | 87.5%+10.8pp | 70.9%+27.4pp |
| Annual return | -7.39% | 0.46%-7.8pp | 651.12%-658.5pp | 244.93%-252.3pp |
| Employer contribution / active EE | $2,946 | $3,403-13.4% | $5,606-47.4% | $2,078+41.8% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $116-95.3% | $10,705-99.9% | $115-95.3% |