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 9-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 ADVISORS7 years Filed as: FIRST AMERICAN BANK Service code 25 · EIN 85-0020635 | Directed Trustee | $19,118 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $6,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,752 | $101,724-25.5% | $164,813-54.0% | $80,856-6.3% |
| Participation rate | 57.8% | 71.8%-14.0pp | 78.6%-20.8pp | 67.6%-9.8pp |
| Annual return | 17.35% | 16.72%+0.6pp | 69.93%-52.6pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,720 | $2,953-41.8% | $4,341-60.4% | $2,755-37.6% |
| Participant deferral / active EE | $3,570 | $4,477-20.3% | $6,031-40.8% | $4,296-16.9% |
| Admin fee / account holder | $255 | $8,227-96.9% | $12,690-98.0% | $6,918-96.3% |