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 ADVISORS3+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $6,544 |
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 | $67,357 | $53,925+24.9% | $75,670-11.0% | $69,631-3.3% |
| Participation rate | 62.9% | 71.2%-8.3pp | 72.3%-9.5pp | 70.7%-7.8pp |
| Annual return | 16.78% | 17.84%-1.1pp | 27.34%-10.6pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,692 | $1,802-6.1% | $2,352-28.0% | $2,032-16.7% |
| Participant deferral / active EE | $3,007 | $2,569+17.0% | $3,142-4.3% | $3,224-6.7% |
| Admin fee / account holder | $15 | $97-84.5% | $5,800-99.7% | $110-86.3% |