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 |
|---|---|---|
Service code 16 · EIN 58-2449984 | Consulting | $12,180 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $3,957 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,485 | $130,194-40.5% | $169,993-54.4% | $71,457+8.4% |
| Participation rate | 92.4% | 86.1%+6.2pp | 87.0%+5.4pp | 67.9%+24.5pp |
| Annual return | 17.81% | 20.37%-2.6pp | 53.37%-35.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $3,920 | $4,381-10.5% | $6,785-42.2% | $2,588+51.5% |
| Participant deferral / active EE | $7,903 | $6,923+14.2% | $10,408-24.1% | $4,289+84.3% |
| Admin fee / account holder | $129 | $966-86.7% | $12,815-99.0% | $1,587-91.9% |