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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $79,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,799 | $65,061-40.4% | $143,757-73.0% | $66,914-42.0% |
| Participation rate | 92.7% | 65.2%+27.5pp | 80.3%+12.4pp | 69.8%+22.9pp |
| Annual return | -10.84% | -11.14%+0.3pp | -0.04%-10.8pp | 1.58%-12.4pp |
| Employer contribution / active EE | $1,231 | $2,361-47.9% | $4,951-75.1% | $2,544-51.6% |
| Participant deferral / active EE | $4,714 | $2,919+61.5% | $5,637-16.4% | $4,237+11.3% |
| Admin fee / account holder | $263 | $502-47.6% | $14,673-98.2% | $593-55.6% |