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 | $2,482 |
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 | $56,672 | $73,638-23.0% | $95,952-40.9% | $73,488-22.9% |
| Participation rate | 96.5% | 76.2%+20.3pp | 77.1%+19.4pp | 70.7%+25.8pp |
| Annual return | 7.87% | 16.78%-8.9pp | 91.61%-83.7pp | 28.51%-20.6pp |
| Employer contribution / active EE | $1,970 | $1,863+5.7% | $2,541-22.5% | $2,270-13.2% |
| Participant deferral / active EE | $2,228 | $3,617-38.4% | $4,167-46.5% | $3,740-40.4% |
| Admin fee / account holder | $12 | $482-97.5% | $6,795-99.8% | $513-97.6% |