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 6-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 ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $8,354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,644 | $49,915-32.6% | $154,803-78.3% | $74,304-54.7% |
| Participation rate | 90.8% | 54.0%+36.9pp | 78.1%+12.8pp | 60.3%+30.5pp |
| Annual return | 18.27% | 34.06%-15.8pp | 58.88%-40.6pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,353 | $1,611-16.1% | $4,305-68.6% | $2,241-39.7% |
| Participant deferral / active EE | $3,418 | $2,255+51.6% | $5,540-38.3% | $3,767-9.3% |
| Admin fee / account holder | $67 | $2,189-96.9% | $14,329-99.5% | $2,969-97.7% |