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: AMERICAN TRUST COMPANY Service code 13 · EIN 61-2025474 2353 ALEXANDRIA DR. · LEXINTON, KY 40504 | Contract Administrator | $2,002 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,023 | $79,013+35.5% | $100,391+6.6% | $74,495+43.7% |
| Participation rate | 85.9% | 79.5%+6.5pp | 81.5%+4.5pp | 67.2%+18.7pp |
| Annual return | 12.83% | 20.41%-7.6pp | 49.20%-36.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $3,414 | $3,021+13.0% | $3,942-13.4% | $2,623+30.2% |
| Participant deferral / active EE | $7,483 | $7,760-3.6% | $8,082-7.4% | $4,346+72.2% |
| Admin fee / account holder | $41 | $1,320-96.9% | $7,899-99.5% | $1,942-97.9% |