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 ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping | $28,120 |
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 | $55,204 | $58,879-6.2% | $178,490-69.1% | $73,488-24.9% |
| Participation rate | 67.6% | 66.2%+1.3pp | 81.9%-14.4pp | 70.7%-3.1pp |
| Annual return | 15.12% | 24.86%-9.7pp | 151.07%-136.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $1,314 | $2,236-41.3% | $5,011-73.8% | $2,270-42.1% |
| Participant deferral / active EE | $2,768 | $2,567+7.8% | $5,202-46.8% | $3,740-26.0% |
| Admin fee / account holder | $140 | $400-65.1% | $13,984-99.0% | $513-72.7% |