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 15 · EIN 62-0951563 | Recordkeeping | $18,490 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,419 | $70,428-34.1% | $96,562-51.9% | $85,850-45.9% |
| Participation rate | 87.8% | 61.8%+25.9pp | 69.8%+17.9pp | 69.3%+18.4pp |
| Annual return | 14.87% | 18.59%-3.7pp | 37.78%-22.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,836 | $1,413+100.7% | $2,356+20.4% | $2,565+10.6% |
| Participant deferral / active EE | $8,066 | $2,894+178.7% | $3,849+109.6% | $3,952+104.1% |
| Admin fee / account holder | $167 | $4,997-96.7% | $6,181-97.3% | $6,260-97.3% |