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 ADVISORS5+ years Filed as: AMERICAN TRUST RETIREMENT Service code 15 895 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $32,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,478 | $52,953-8.5% | $172,739-71.9% | $65,185-25.6% |
| Participation rate | 68.7% | 66.2%+2.5pp | 82.6%-13.9pp | 70.2%-1.5pp |
| Annual return | 17.90% | 30.12%-12.2pp | 802.84%-784.9pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,366 | $2,190-37.6% | $5,143-73.4% | $2,177-37.2% |
| Participant deferral / active EE | $2,839 | $2,471+14.9% | $5,198-45.4% | $3,514-19.2% |
| Admin fee / account holder | $174 | $472-63.2% | $13,954-98.8% | $847-79.5% |