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 ADVISORS3+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $144,825 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,457 | $71,666-15.6% | $117,854-48.7% | $69,631-13.2% |
| Participation rate | 99.7% | 77.5%+22.2pp | 79.7%+20.1pp | 70.7%+29.0pp |
| Annual return | 18.90% | 18.86%0pp | 335.08%-316.2pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $4,410 | $1,889+133.5% | $3,786+16.5% | $2,032+117.0% |
| Participant deferral / active EE | $3,534 | $3,340+5.8% | $4,482-21.1% | $3,224+9.6% |
| Admin fee / account holder | $314 | $120+161.1% | $8,020-96.1% | $110+184.5% |