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 ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 83-3455979 | Recordkeeping | $12,635 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $3,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,879 | $65,435-25.3% | $86,677-43.6% | $66,914-27.0% |
| Participation rate | 98.4% | 75.5%+22.9pp | 76.6%+21.8pp | 69.8%+28.6pp |
| Annual return | -12.97% | -10.89%-2.1pp | 35.91%-48.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $3,825 | $2,153+77.6% | $2,836+34.8% | $2,544+50.3% |
| Participant deferral / active EE | $4,572 | $4,100+11.5% | $4,656-1.8% | $4,237+7.9% |
| Admin fee / account holder | $73 | $642-88.6% | $7,493-99.0% | $593-87.7% |