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 ADVISORS2+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $51,928 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,785 | $43,423+102.2% | $78,689+11.6% | $55,167+59.1% |
| Participation rate | 92.7% | 68.0%+24.7pp | 73.6%+19.1pp | 69.0%+23.7pp |
| Annual return | 3.61% | 11.53%-7.9pp | 62.18%-58.6pp | 169.23%-165.6pp |
| Employer contribution / active EE | $2,072 | $1,997+3.8% | $2,851-27.3% | $1,963+5.6% |
| Participant deferral / active EE | $3,697 | $2,509+47.4% | $3,517+5.1% | $3,054+21.1% |
| Admin fee / account holder | $309 | $416-25.7% | $4,510-93.1% | $504-38.7% |