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: AMERICAN TRUST & SAVINGS BANK Service code 15 · EIN 42-0114010 | Recordkeeping | $6,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,212 | $55,453-83.4% | $170,442-94.6% | $62,292-85.2% |
| Participation rate | 38.5% | 66.4%-27.8pp | 83.6%-45.1pp | 69.5%-31.0pp |
| Annual return | 16.45% | 21.38%-4.9pp | 205.93%-189.5pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $791 | $2,303-65.6% | $4,939-84.0% | $3,169-75.0% |
| Admin fee / account holder | $165 | $455-63.8% | $13,880-98.8% | $479-65.6% |