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 13 · EIN 62-0951563 | Contract Administrator | $79,828 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,764 | $61,272-26.9% | $149,673-70.1% | $71,457-37.4% |
| Participation rate | 90.5% | 62.5%+28.0pp | 78.8%+11.7pp | 67.9%+22.6pp |
| Annual return | 16.65% | 35.85%-19.2pp | 134.42%-117.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,334 | $2,378-43.9% | $4,818-72.3% | $2,588-48.5% |
| Participant deferral / active EE | $5,131 | $2,917+75.9% | $5,680-9.7% | $4,289+19.6% |
| Admin fee / account holder | $248 | $1,261-80.3% | $13,210-98.1% | $1,587-84.4% |