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 RETIREMENT Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $34,720 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,781 | $60,165-33.9% | $74,183-46.4% | $55,167-27.9% |
| Participation rate | 91.7% | 74.2%+17.5pp | 76.6%+15.0pp | 69.0%+22.7pp |
| Annual return | 5.46% | 10.00%-4.5pp | 17.74%-12.3pp | 169.23%-163.8pp |
| Employer contribution / active EE | $426 | $1,600-73.4% | $2,370-82.0% | $1,963-78.3% |
| Participant deferral / active EE | $2,489 | $2,973-16.3% | $3,550-29.9% | $3,054-18.5% |
| Admin fee / account holder | $285 | $419-32.1% | $5,586-94.9% | $504-43.5% |