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. SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $83,838 |
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 | $40,422 | $43,999-8.1% | $79,464-49.1% | $55,725-27.5% |
| Participation rate | 76.0% | 66.9%+9.1pp | 73.3%+2.7pp | 70.9%+5.2pp |
| Annual return | 8.44% | 1.81%+6.6pp | 718.14%-709.7pp | 244.93%-236.5pp |
| Employer contribution / active EE | $2,902 | $1,830+58.6% | $2,800+3.6% | $2,078+39.7% |
| Participant deferral / active EE | $1,205 | $2,538-52.5% | $3,704-67.5% | $3,356-64.1% |
| Admin fee / account holder | $295 | $118+151.1% | $5,113-94.2% | $115+156.3% |