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+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 | Recordkeeping | $10,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,037 | $48,277-54.4% | $63,517-65.3% | $55,191-60.1% |
| Participation rate | 55.0% | 69.4%-14.4pp | 71.0%-16.0pp | 69.2%-14.2pp |
| Annual return | -1.20% | 2.37%-3.6pp | -70.30%+69.1pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,084 | $1,592-31.9% | $2,322-53.3% | $1,899-42.9% |
| Participant deferral / active EE | $1,797 | $2,432-26.1% | $2,953-39.2% | $3,046-41.0% |
| Admin fee / account holder | $41 | $86-51.8% | $5,892-99.3% | $91-54.4% |