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 ADVISORS5 years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $8,103 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,803 | $65,435-40.7% | $86,677-55.2% | $66,914-42.0% |
| Participation rate | 77.6% | 75.5%+2.1pp | 76.6%+1.0pp | 69.8%+7.8pp |
| Annual return | 4.75% | -10.89%+15.6pp | 35.91%-31.2pp | 1.58%+3.2pp |
| Employer contribution / active EE | $2,182 | $2,153+1.3% | $2,836-23.1% | $2,544-14.2% |
| Participant deferral / active EE | $3,577 | $4,100-12.8% | $4,656-23.2% | $4,237-15.6% |
| Admin fee / account holder | $41 | $642-93.7% | $7,493-99.5% | $593-93.2% |