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 ADVISORS9+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $7,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,229 | $100,227-25.9% | $169,993-56.3% | $74,419-0.3% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.0%+10.6pp | 70.7%+26.9pp |
| Annual return | 31.40% | 66.08%-34.7pp | 53.37%-22.0pp | 34.38%-3.0pp |
| Employer contribution / active EE | $4,125 | $4,263-3.2% | $6,785-39.2% | $2,637+56.4% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $8 | $234-96.5% | $12,815-99.9% | $348-97.6% |