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 NATIONAL INSURANCE COMPANY Service code 54 · EIN 74-0484030 | Sales Loads | $31,534 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,354 | $44,425-22.7% | $67,834-49.4% | $55,167-37.7% |
| Participation rate | 71.1% | 59.7%+11.4pp | 68.8%+2.3pp | 69.0%+2.1pp |
| Annual return | 1.33% | 17.80%-16.5pp | 138.47%-137.1pp | 169.23%-167.9pp |
| Employer contribution / active EE | $1,612 | $1,351+19.3% | $2,403-32.9% | $1,963-17.9% |
| Participant deferral / active EE | $3,025 | $2,166+39.7% | $3,160-4.3% | $3,054-0.9% |
| Admin fee / account holder | $212 | $530-60.1% | $4,622-95.4% | $504-58.0% |