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 CENTER Service code 15 · EIN 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $182,218 |
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 | $55,616 | $73,404-24.2% | $87,100-36.1% | $67,579-17.7% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.9%+21.2pp | 71.3%+26.8pp |
| Annual return | 22.36% | 48.29%-25.9pp | 28.19%-5.8pp | 378.56%-356.2pp |
| Employer contribution / active EE | $3,234 | $2,014+60.6% | $2,521+28.3% | $2,148+50.6% |
| Participant deferral / active EE | $3,799 | $3,913-2.9% | $4,049-6.2% | $3,539+7.3% |
| Admin fee / account holder | $278 | $142+96.2% | $7,497-96.3% | $142+95.2% |