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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $20,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,142 | $71,050-22.4% | $93,606-41.1% | $80,856-31.8% |
| Participation rate | 70.8% | 60.4%+10.4pp | 68.7%+2.0pp | 67.6%+3.1pp |
| Annual return | 13.82% | 11.26%+2.6pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,924 | $1,564+23.0% | $2,420-20.5% | $2,755-30.2% |
| Participant deferral / active EE | $4,534 | $4,034+12.4% | $4,411+2.8% | $4,296+5.5% |
| Admin fee / account holder | $182 | $6,945-97.4% | $8,285-97.8% | $6,918-97.4% |