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 | $8,652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,611 | $101,317-8.6% | $146,958-37.0% | $74,495+24.3% |
| Participation rate | 85.6% | 75.5%+10.1pp | 82.2%+3.5pp | 67.2%+18.4pp |
| Annual return | 16.70% | 8730.91%-8714.2pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $3,395 | $3,810-10.9% | $4,933-31.2% | $2,623+29.4% |
| Participant deferral / active EE | $6,985 | $7,303-4.4% | $8,070-13.4% | $4,346+60.7% |
| Admin fee / account holder | $58 | $1,739-96.7% | $12,998-99.6% | $1,942-97.0% |