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 year Filed as: AMERICAN TRUST RETIREMENT SERVICES, Service code 15 · EIN 83-3455979 | Recordkeeping | $12,483 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,580 | $49,915-76.8% | $154,803-92.5% | $74,304-84.4% |
| Participation rate | 78.0% | 54.0%+24.0pp | 78.1%-0.1pp | 60.3%+17.6pp |
| Annual return | 9.12% | 34.06%-24.9pp | 58.88%-49.8pp | 29.43%-20.3pp |
| Employer contribution / active EE | $524 | $1,611-67.5% | $4,305-87.8% | $2,241-76.6% |
| Participant deferral / active EE | $1,543 | $2,255-31.5% | $5,540-72.1% | $3,767-59.0% |
| Admin fee / account holder | $35 | $2,189-98.4% | $14,329-99.8% | $2,969-98.8% |