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 | $14,629 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $6,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,100 | $122,239-29.6% | $184,203-53.3% | $74,495+15.6% |
| Participation rate | 89.4% | 85.5%+3.9pp | 86.8%+2.6pp | 67.2%+22.2pp |
| Annual return | 13.99% | 19.95%-6.0pp | 28.81%-14.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,738 | $4,537-17.6% | $6,427-41.8% | $2,623+42.5% |
| Participant deferral / active EE | $7,440 | $7,139+4.2% | $9,131-18.5% | $4,346+71.2% |
| Admin fee / account holder | $139 | $1,260-89.0% | $13,901-99.0% | $1,942-92.8% |