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 ADVISORS6+ years Filed as: AMERICAN TRUST CENTER Service code 21 · EIN 45-0436653 320 N 4TH ST · BISMARCK, ND 58502 | Bank Trustee | $44,967 |
INVESTMENT CENTERS OF AMERICA6+ years Service code 27 · EIN 45-0389744 320 N 4TH ST · BISMARCK, ND 58502 | Advisory (Plan) | $30,983 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,255 | $54,573+3.1% | $90,951-38.1% | $73,488-23.5% |
| Participation rate | 82.0% | 61.2%+20.9pp | 69.0%+13.0pp | 70.7%+11.4pp |
| Annual return | 14.96% | 16.69%-1.7pp | 134.60%-119.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $655 | $991-33.9% | $2,122-69.1% | $2,270-71.2% |
| Participant deferral / active EE | $2,787 | $2,517+10.7% | $3,373-17.4% | $3,740-25.5% |
| Admin fee / account holder | $352 | $521-32.6% | $5,959-94.1% | $513-31.5% |