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 COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,860 | $137,414-31.7% | $189,513-50.5% | $85,850+9.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 87.8%-2.1pp | 69.3%+16.4pp |
| Annual return | 15.34% | 38.14%-22.8pp | 555.15%-539.8pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,985 | $4,344-54.3% | $6,162-67.8% | $2,565-22.6% |
| Participant deferral / active EE | $4,009 | $6,260-36.0% | $8,221-51.2% | $3,952+1.4% |
| Admin fee / account holder | $11 | $8,630-99.9% | $12,045-99.9% | $6,260-99.8% |