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 |
|---|---|---|
AMERICAN REALTY ADVISORS7 years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $13,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,651 | $79,171-41.1% | $102,423-54.5% | $74,495-37.4% |
| Participation rate | 90.8% | 74.8%+16.0pp | 76.5%+14.3pp | 67.2%+23.6pp |
| Annual return | 11.95% | 54.93%-43.0pp | 29.32%-17.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,887 | $2,362+22.2% | $3,023-4.5% | $2,623+10.1% |
| Participant deferral / active EE | $4,822 | $4,415+9.2% | $5,053-4.6% | $4,346+10.9% |
| Admin fee / account holder | $61 | $2,001-97.0% | $9,451-99.4% | $1,942-96.9% |