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 ADVISORS6 years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $10,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,504 | $76,050-37.5% | $96,544-50.8% | $71,457-33.5% |
| Participation rate | 81.1% | 74.4%+6.7pp | 76.0%+5.1pp | 67.9%+13.2pp |
| Annual return | 15.49% | 22.81%-7.3pp | 25.84%-10.4pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,400 | $2,244+7.0% | $2,965-19.0% | $2,588-7.2% |
| Participant deferral / active EE | $3,974 | $4,215-5.7% | $4,851-18.1% | $4,289-7.3% |
| Admin fee / account holder | $51 | $2,707-98.1% | $8,252-99.4% | $1,587-96.8% |