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 ADVISORS9+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $3,099 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,499 | $76,050-16.5% | $96,544-34.2% | $71,457-11.1% |
| Participation rate | 96.1% | 74.4%+21.7pp | 76.0%+20.1pp | 67.9%+28.2pp |
| Annual return | 10.98% | 22.81%-11.8pp | 25.84%-14.9pp | 28.85%-17.9pp |
| Employer contribution / active EE | $2,435 | $2,244+8.5% | $2,965-17.9% | $2,588-5.9% |
| Participant deferral / active EE | $3,032 | $4,215-28.1% | $4,851-37.5% | $4,289-29.3% |
| Admin fee / account holder | $14 | $2,707-99.5% | $8,252-99.8% | $1,587-99.1% |