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 10-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 TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $9,918 |
Service code 16 · EIN 58-2449984 | Consulting | $7,368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,984 | $102,553-57.1% | $151,611-71.0% | $66,914-34.3% |
| Participation rate | 97.3% | 85.5%+11.8pp | 87.5%+9.8pp | 69.8%+27.5pp |
| Annual return | -13.03% | -10.82%-2.2pp | 3.33%-16.4pp | 1.58%-14.6pp |
| Employer contribution / active EE | $3,471 | $4,180-17.0% | $6,166-43.7% | $2,544+36.4% |
| Participant deferral / active EE | $7,416 | $6,641+11.7% | $8,363-11.3% | $4,237+75.0% |
| Admin fee / account holder | $94 | $630-85.1% | $11,616-99.2% | $593-84.2% |