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 ADVISORS11+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $7,556 |
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 | $70,381 | $87,870-19.9% | $113,168-37.8% | $74,304-5.3% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 8.71% | 26.44%-17.7pp | 24.27%-15.6pp | 29.43%-20.7pp |
| Employer contribution / active EE | $2,486 | $2,277+9.2% | $2,975-16.5% | $2,241+10.9% |
| Participant deferral / active EE | $3,349 | $4,241-21.0% | $5,107-34.4% | $3,767-11.1% |
| Admin fee / account holder | $32 | $3,368-99.0% | $12,068-99.7% | $2,969-98.9% |