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 ADVISORS8+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $3,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,000 | $65,435-9.8% | $86,677-31.9% | $66,914-11.8% |
| Participation rate | 98.8% | 75.5%+23.4pp | 76.6%+22.2pp | 69.8%+29.0pp |
| Annual return | -9.02% | -10.89%+1.9pp | 35.91%-44.9pp | 1.58%-10.6pp |
| Employer contribution / active EE | $2,494 | $2,153+15.8% | $2,836-12.1% | $2,544-2.0% |
| Participant deferral / active EE | $2,939 | $4,100-28.3% | $4,656-36.9% | $4,237-30.6% |
| Admin fee / account holder | $16 | $642-97.5% | $7,493-99.8% | $593-97.3% |