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 45-0386653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $129,597 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,367 | $66,180+95.5% | $118,746+8.9% | $62,292+107.7% |
| Participation rate | 90.4% | 71.3%+19.1pp | 78.3%+12.2pp | 69.5%+20.9pp |
| Annual return | 15.98% | 60.89%-44.9pp | 24.54%-8.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $5,306 | $3,183+66.7% | $4,193+26.6% | $2,042+159.8% |
| Participant deferral / active EE | $9,369 | $4,247+120.6% | $5,332+75.7% | $3,169+195.6% |
| Admin fee / account holder | $563 | $753-25.2% | $10,720-94.7% | $479+17.5% |