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 ADVISORS3 years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $3,710 |
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 | $48,677 | $73,638-33.9% | $95,952-49.3% | $73,488-33.8% |
| Participation rate | 74.2% | 76.2%-2.0pp | 77.1%-2.9pp | 70.7%+3.5pp |
| Annual return | 14.27% | 16.78%-2.5pp | 91.61%-77.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,974 | $1,863+5.9% | $2,541-22.3% | $2,270-13.0% |
| Participant deferral / active EE | $3,439 | $3,617-4.9% | $4,167-17.5% | $3,740-8.0% |
| Admin fee / account holder | $32 | $482-93.3% | $6,795-99.5% | $513-93.7% |