See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $35,158 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST CUSTODY Service code 18 · EIN 27-3169253 | Custodial (other than securities) | $0 |
TRIAD ADVISORS INC5 years Filed as: TRIAD ADVISORS Service code 27 · EIN 65-0173164 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,579 | $106,028+19.4% | $146,958-13.9% | $77,643+63.0% |
| Participation rate | 76.2% | 78.4%-2.2pp | 82.2%-5.9pp | 70.6%+5.6pp |
| Annual return | 15.57% | 56.73%-41.2pp | 418.34%-402.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,523 | $4,063-37.9% | $4,933-48.8% | $2,726-7.4% |
| Participant deferral / active EE | $9,370 | $7,990+17.3% | $8,070+16.1% | $4,647+101.6% |
| Admin fee / account holder | $149 | $337-55.9% | $12,998-98.9% | $430-65.4% |