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 ADVISORS5+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $4,845 |
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 | $66,913 | $88,515-24.4% | $162,163-58.7% | $67,579-1.0% |
| Participation rate | 98.2% | 86.8%+11.4pp | 87.6%+10.7pp | 71.3%+27.0pp |
| Annual return | 18.02% | 27.04%-9.0pp | 115.59%-97.6pp | 378.56%-360.5pp |
| Employer contribution / active EE | $2,995 | $3,563-15.9% | $5,614-46.6% | $2,148+39.5% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $7 | $124-94.6% | $10,843-99.9% | $142-95.3% |