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 ADVISORS4+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0386653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $54,612 |
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 | $20,421 | $65,118-68.6% | $76,768-73.4% | $55,725-63.4% |
| Participation rate | 77.2% | 79.6%-2.4pp | 77.0%+0.3pp | 70.9%+6.4pp |
| Annual return | -3.61% | -1.27%-2.3pp | 2.43%-6.0pp | 244.93%-248.5pp |
| Employer contribution / active EE | $357 | $1,941-81.6% | $2,485-85.6% | $2,078-82.8% |
| Participant deferral / active EE | $1,897 | $3,688-48.6% | $3,852-50.7% | $3,356-43.5% |
| Admin fee / account holder | $201 | $116+73.3% | $6,675-97.0% | $115+74.3% |