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. · BISMARCK, ND 58501 | Recordkeeping | $26,944 |
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 | $13,383 | $47,977-72.1% | $154,107-91.3% | $56,287-76.2% |
| Participation rate | 86.6% | 66.2%+20.4pp | 83.0%+3.6pp | 69.9%+16.8pp |
| Annual return | -6.41% | 3.54%-9.9pp | 735.12%-741.5pp | -9.96%+3.5pp |
| Employer contribution / active EE | $863 | $2,169-60.2% | $5,298-83.7% | $2,111-59.1% |
| Participant deferral / active EE | $2,237 | $2,392-6.5% | $5,081-56.0% | $3,350-33.2% |
| Admin fee / account holder | $158 | $438-63.8% | $13,411-98.8% | $521-69.6% |