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 TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $14,561 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,372 | $59,805-39.2% | $79,550-54.3% | $68,494-46.9% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.5%+19.8pp | 67.9%+21.4pp |
| Annual return | -16.84% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,005 | $1,505+99.7% | $2,413+24.5% | $2,596+15.7% |
| Participant deferral / active EE | $7,172 | $3,024+137.1% | $3,985+80.0% | $4,027+78.1% |
| Admin fee / account holder | $112 | $4,835-97.7% | $6,832-98.4% | $5,403-97.9% |