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 15 · EIN 62-0951563 | Recordkeeping | $285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,700 | $69,362+49.5% | $101,248+2.4% | $73,488+41.1% |
| Participation rate | 53.9% | 68.4%-14.5pp | 75.8%-21.9pp | 70.7%-16.8pp |
| Annual return | 6.31% | 18.46%-12.1pp | 46.47%-40.2pp | 28.51%-22.2pp |
| Employer contribution / active EE | $1,787 | $2,628-32.0% | $3,660-51.2% | $2,270-21.3% |
| Participant deferral / active EE | $3,563 | $3,300+8.0% | $4,370-18.5% | $3,740-4.7% |
| Admin fee / account holder | $4 | $704-99.4% | $5,945-99.9% | $513-99.2% |