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 ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $7,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,514 | $59,417-20.0% | $93,606-49.2% | $74,495-36.2% |
| Participation rate | 57.3% | 59.7%-2.3pp | 68.7%-11.4pp | 67.2%-9.9pp |
| Annual return | 13.10% | 81.83%-68.7pp | 133.20%-120.1pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,196 | $1,264-5.4% | $2,420-50.6% | $2,623-54.4% |
| Participant deferral / active EE | $2,599 | $3,050-14.8% | $4,411-41.1% | $4,346-40.2% |
| Admin fee / account holder | $59 | $3,021-98.0% | $8,285-99.3% | $1,942-97.0% |