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 ADVISORS4+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0436653 401 N 4TH ST. SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $83,419 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,670 | $54,237-17.6% | $90,281-50.5% | $67,579-33.9% |
| Participation rate | 75.1% | 68.6%+6.5pp | 73.3%+1.8pp | 71.3%+3.8pp |
| Annual return | 4.94% | 37.27%-32.3pp | 78.10%-73.2pp | 378.56%-373.6pp |
| Employer contribution / active EE | $4,063 | $1,846+120.1% | $2,854+42.4% | $2,148+89.2% |
| Participant deferral / active EE | $1,267 | $2,625-51.7% | $3,885-67.4% | $3,539-64.2% |
| Admin fee / account holder | $301 | $123+144.1% | $5,351-94.4% | $142+111.7% |