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 | $47,720 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,274 | $69,305-67.9% | $82,313-72.9% | $69,631-68.0% |
| Participation rate | 78.1% | 80.3%-2.2pp | 76.9%+1.2pp | 70.7%+7.4pp |
| Annual return | 18.17% | 21.47%-3.3pp | 25.88%-7.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $336 | $1,887-82.2% | $2,428-86.1% | $2,032-83.4% |
| Participant deferral / active EE | $1,756 | $3,568-50.8% | $3,706-52.6% | $3,224-45.5% |
| Admin fee / account holder | $182 | $97+87.4% | $5,608-96.8% | $110+64.9% |