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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $71,322 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,818 | $101,499-51.9% | $147,005-66.8% | $74,546-34.5% |
| Participation rate | 62.5% | 75.5%-13.0pp | 82.2%-19.7pp | 67.2%-4.7pp |
| Annual return | 21.09% | 8732.34%-8711.3pp | 418.76%-397.7pp | 1366.03%-1344.9pp |
| Employer contribution / active EE | $784 | $3,811-79.4% | $4,934-84.1% | $2,624-70.1% |
| Participant deferral / active EE | $6,499 | $7,304-11.0% | $8,070-19.5% | $4,347+49.5% |
| Admin fee / account holder | $394 | $1,748-77.5% | $13,006-97.0% | $1,944-79.7% |