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 8-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 FIDUCIARY CORPORATION Service code 49 | Other Services | $2,596 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,596 | $102,317-46.6% | $146,958-62.8% | $80,856-32.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 23.97% | 134.76%-110.8pp | 418.34%-394.4pp | 35.59%-11.6pp |
| Employer contribution / active EE | $2,898 | $3,713-22.0% | $4,933-41.3% | $2,755+5.2% |
| Participant deferral / active EE | $12,065 | $6,644+81.6% | $8,070+49.5% | $4,296+180.9% |
| Admin fee / account holder | $13 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |