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 ADVISORS4 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $109,901 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,749 | $50,820+11.7% | $155,567-63.5% | $77,671-26.9% |
| Participation rate | 98.0% | 63.1%+34.8pp | 78.2%+19.8pp | 70.6%+27.4pp |
| Annual return | 12.45% | 34.85%-22.4pp | 64.74%-52.3pp | 31.21%-18.8pp |
| Employer contribution / active EE | $2,279 | $1,993+14.4% | $4,674-51.2% | $2,726-16.4% |
| Participant deferral / active EE | $4,497 | $2,823+59.3% | $5,628-20.1% | $4,648-3.3% |
| Admin fee / account holder | $260 | $436-40.4% | $15,916-98.4% | $430-39.6% |