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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN STATE BANK Service code 27 · EIN 42-0318300 | Advisory (Plan) | $26,476 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,936 | $29,548+163.8% | $56,411+38.2% | $77,643+0.4% |
| Participation rate | 27.2% | 32.7%-5.5pp | 52.5%-25.3pp | 70.6%-43.4pp |
| Annual return | 12.10% | 19.01%-6.9pp | 1701.33%-1689.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $773 | $568+36.2% | $1,039-25.6% | $2,726-71.6% |
| Participant deferral / active EE | $1,363 | $1,061+28.5% | $1,952-30.2% | $4,647-70.7% |
| Admin fee / account holder | $193 | $1,046-81.6% | $2,829-93.2% | $430-55.2% |