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 ADVISORS2+ years Filed as: AMERICAN TRUST Service code 13 · EIN 62-0951563 | Contract Administrator | $73,808 |
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 | $50,162 | $79,171-36.6% | $102,423-51.0% | $74,495-32.7% |
| Participation rate | 58.5% | 74.8%-16.3pp | 76.5%-18.0pp | 67.2%-8.7pp |
| Annual return | 23.87% | 54.93%-31.1pp | 29.32%-5.4pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $2,488 | $2,362+5.3% | $3,023-17.7% | $2,623-5.2% |
| Participant deferral / active EE | $5,352 | $4,415+21.2% | $5,053+5.9% | $4,346+23.2% |
| Admin fee / account holder | $382 | $2,001-80.9% | $9,451-96.0% | $1,942-80.3% |