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. SUITE 301 · BISMARCK, ND 58501 | Recordkeeping | $91,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,370 | $52,670+1.3% | $90,404-41.0% | $73,409-27.3% |
| Participation rate | 69.3% | 67.7%+1.6pp | 72.7%-3.4pp | 72.2%-2.9pp |
| Annual return | 4.79% | 20.70%-15.9pp | 1293.02%-1288.2pp | 59.29%-54.5pp |
| Employer contribution / active EE | $4,281 | $1,872+128.8% | $3,262+31.3% | $2,234+91.7% |
| Participant deferral / active EE | $1,353 | $2,807-51.8% | $3,963-65.9% | $3,805-64.4% |
| Admin fee / account holder | $351 | $117+201.0% | $5,611-93.7% | $158+122.6% |