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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $1,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,907 | $110,094-30.1% | $151,611-49.3% | $68,494+12.3% |
| Participation rate | 86.4% | 84.0%+2.4pp | 87.5%-1.1pp | 67.9%+18.5pp |
| Annual return | -11.68% | -10.12%-1.6pp | 3.33%-15.0pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,278 | $4,471-49.0% | $6,166-63.0% | $2,596-12.2% |
| Participant deferral / active EE | $4,397 | $6,527-32.6% | $8,363-47.4% | $4,027+9.2% |
| Admin fee / account holder | $12 | $7,719-99.8% | $11,616-99.9% | $5,403-99.8% |