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 | $30,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,667 | $59,417+32.4% | $93,606-16.0% | $74,495+5.6% |
| Participation rate | 91.5% | 59.7%+31.9pp | 68.7%+22.8pp | 67.2%+24.3pp |
| Annual return | 12.27% | 81.83%-69.6pp | 133.20%-120.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $945 | $1,264-25.2% | $2,420-60.9% | $2,623-64.0% |
| Participant deferral / active EE | $5,191 | $3,050+70.2% | $4,411+17.7% | $4,346+19.4% |
| Admin fee / account holder | $202 | $3,021-93.3% | $8,285-97.6% | $1,942-89.6% |