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: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $3,541 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,459 | $65,376-35.1% | $87,100-51.3% | $65,185-34.9% |
| Participation rate | 73.6% | 75.3%-1.7pp | 76.9%-3.3pp | 70.2%+3.4pp |
| Annual return | 21.98% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,726 | $1,822-5.3% | $2,521-31.5% | $2,177-20.7% |
| Participant deferral / active EE | $3,122 | $3,388-7.9% | $4,049-22.9% | $3,514-11.2% |
| Admin fee / account holder | $34 | $520-93.5% | $7,497-99.6% | $847-96.0% |