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 ADVISORS2+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $4,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,574 | $50,106+26.9% | $70,014-9.2% | $57,658+10.3% |
| Participation rate | 57.6% | 70.9%-13.3pp | 71.8%-14.2pp | 70.2%-12.6pp |
| Annual return | 7.35% | 14.58%-7.2pp | 12.99%-5.6pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,556 | $1,739-10.5% | $2,338-33.5% | $1,974-21.2% |
| Participant deferral / active EE | $2,745 | $2,486+10.4% | $2,931-6.3% | $3,061-10.3% |
| Admin fee / account holder | $12 | $89-86.8% | $4,380-99.7% | $95-87.5% |