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 15 855 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $31,361 |
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 | $48,520 | $65,376-25.8% | $87,100-44.3% | $65,185-25.6% |
| Participation rate | 91.3% | 75.3%+15.9pp | 76.9%+14.4pp | 70.2%+21.1pp |
| Annual return | 24.99% | 31.27%-6.3pp | 28.19%-3.2pp | 29.38%-4.4pp |
| Employer contribution / active EE | $1,336 | $1,822-26.7% | $2,521-47.0% | $2,177-38.6% |
| Participant deferral / active EE | $3,200 | $3,388-5.5% | $4,049-20.9% | $3,514-8.9% |
| Admin fee / account holder | $192 | $520-63.0% | $7,497-97.4% | $847-77.3% |