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 10-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 ADVISORS3 years Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 62-0951563 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $4,713 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,687 | $54,573-62.1% | $90,951-77.3% | $73,488-71.9% |
| Participation rate | 75.7% | 61.2%+14.5pp | 69.0%+6.7pp | 70.7%+5.0pp |
| Annual return | 16.90% | 16.69%+0.2pp | 134.60%-117.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,088 | $991+9.8% | $2,122-48.7% | $2,270-52.1% |
| Participant deferral / active EE | $2,595 | $2,517+3.1% | $3,373-23.1% | $3,740-30.6% |
| Admin fee / account holder | $49 | $521-90.7% | $5,959-99.2% | $513-90.5% |