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 ADVISORS8+ years Filed as: AMERICAN TRUST CENTER Service code 21 · EIN 45-0436653 320 N 4TH ST · BISMARCK, ND 58502 | Bank Trustee | $55,062 |
INVESTMENT CENTERS OF AMERICA8+ years Service code 27 · EIN 45-0389744 320 N 4TH ST · BISMARCK, ND 58502 | Advisory (Plan) | $39,862 |
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 | $54,412 | $49,451+10.0% | $79,550-31.6% | $66,914-18.7% |
| Participation rate | 86.0% | 61.3%+24.6pp | 69.5%+16.5pp | 69.8%+16.2pp |
| Annual return | -16.43% | 84.25%-100.7pp | 0.16%-16.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,415 | $1,266+11.8% | $2,413-41.4% | $2,544-44.4% |
| Participant deferral / active EE | $3,604 | $3,159+14.1% | $3,985-9.6% | $4,237-14.9% |
| Admin fee / account holder | $420 | $595-29.4% | $6,832-93.9% | $593-29.2% |