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. SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $51,625 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,523 | $39,859-20.9% | $78,689-59.9% | $57,658-45.3% |
| Participation rate | 73.3% | 66.1%+7.2pp | 73.6%-0.3pp | 70.2%+3.1pp |
| Annual return | 0.51% | 18.96%-18.5pp | 62.18%-61.7pp | 5.13%-4.6pp |
| Employer contribution / active EE | $2,923 | $1,786+63.7% | $2,851+2.5% | $1,974+48.1% |
| Participant deferral / active EE | $1,089 | $2,248-51.5% | $3,517-69.0% | $3,061-64.4% |
| Admin fee / account holder | $186 | $76+144.6% | $4,510-95.9% | $95+97.2% |