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 QUALIFIED PLANS, INC. Service code 13 · EIN 94-2826846 220 S. LIVERMORE AVE · LIVERMORE, CA 94550 | Contract Administrator | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,796 | $73,102-59.2% | $123,544-75.9% | $56,287-47.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 28.51% | 3.01%+25.5pp | 119.20%-90.7pp | -9.96%+38.5pp |
| Employer contribution / active EE | $1,724 | $2,977-42.1% | $4,628-62.7% | $2,111-18.3% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $208 | $554-62.5% | $9,284-97.8% | $521-60.1% |