See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN FIDUCIARY CORPORATION Service code 49 | Other Services | $3,268 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $938 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,884 | $109,881-37.3% | $150,045-54.1% | $84,808-18.8% |
| Participation rate | 71.0% | 76.1%-5.1pp | 82.3%-11.4pp | 68.3%+2.7pp |
| Annual return | 17.51% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,834 | $3,561-20.4% | $4,693-39.6% | $2,631+7.7% |
| Participant deferral / active EE | $12,065 | $6,636+81.8% | $7,997+50.9% | $4,212+186.5% |
| Admin fee / account holder | $25 | $8,568-99.7% | $13,435-99.8% | $7,344-99.7% |