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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $80,912 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,875 | $61,156-28.3% | $185,823-76.4% | $79,386-44.7% |
| Participation rate | 90.5% | 66.6%+23.9pp | 81.7%+8.8pp | 70.7%+19.8pp |
| Annual return | 12.41% | 19.45%-7.0pp | 122.05%-109.6pp | 116.85%-104.4pp |
| Employer contribution / active EE | $1,235 | $2,321-46.8% | $5,167-76.1% | $2,427-49.1% |
| Participant deferral / active EE | $4,697 | $2,789+68.4% | $5,568-15.6% | $4,046+16.1% |
| Admin fee / account holder | $275 | $710-61.2% | $16,237-98.3% | $626-56.1% |