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 83-3455979 | Recordkeeping | $33,004 |
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 | $54,277 | $73,638-26.3% | $95,952-43.4% | $73,488-26.1% |
| Participation rate | 92.2% | 76.2%+16.1pp | 77.1%+15.1pp | 70.7%+21.5pp |
| Annual return | 15.73% | 16.78%-1.0pp | 91.61%-75.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,346 | $1,863-27.8% | $2,541-47.0% | $2,270-40.7% |
| Participant deferral / active EE | $3,250 | $3,617-10.1% | $4,167-22.0% | $3,740-13.1% |
| Admin fee / account holder | $185 | $482-61.5% | $6,795-97.3% | $513-63.9% |