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 ADVISORS6+ 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 | $56,117 | $111,608-49.7% | $177,821-68.4% | $73,409-23.6% |
| Participation rate | 97.4% | 87.9%+9.5pp | 87.7%+9.7pp | 72.2%+25.2pp |
| Annual return | -3.64% | 18.23%-21.9pp | 48.32%-52.0pp | 59.29%-62.9pp |
| Employer contribution / active EE | $3,390 | $3,796-10.7% | $5,918-42.7% | $2,234+51.8% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $6 | $166-96.6% | $12,427-100.0% | $158-96.5% |