See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN TRUST Service code 13 · EIN 62-0951563 | Contract Administrator | $65,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,966 | $76,050-46.1% | $96,544-57.6% | $71,457-42.7% |
| Participation rate | 65.1% | 74.4%-9.3pp | 76.0%-10.9pp | 67.9%-2.8pp |
| Annual return | 20.79% | 22.81%-2.0pp | 25.84%-5.0pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,394 | $2,244+6.7% | $2,965-19.3% | $2,588-7.5% |
| Participant deferral / active EE | $4,165 | $4,215-1.2% | $4,851-14.1% | $4,289-2.9% |
| Admin fee / account holder | $361 | $2,707-86.6% | $8,252-95.6% | $1,587-77.2% |