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+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $117,899 |
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 | $52,553 | $57,096-8.0% | $94,224-44.2% | $55,191-4.8% |
| Participation rate | 98.7% | 75.7%+23.1pp | 78.8%+20.0pp | 69.2%+29.6pp |
| Annual return | 0.22% | 159.65%-159.4pp | 10.68%-10.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $3,441 | $1,708+101.5% | $3,587-4.1% | $1,899+81.2% |
| Participant deferral / active EE | $3,605 | $3,165+13.9% | $4,320-16.6% | $3,046+18.3% |
| Admin fee / account holder | $295 | $89+231.1% | $6,269-95.3% | $91+225.5% |