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 ADVISORS5+ years Filed as: AMERICAN TRUST CENTER Service code 15 · EIN 45-0386653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $57,292 |
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 | $24,166 | $73,404-67.1% | $87,100-72.3% | $67,579-64.2% |
| Participation rate | 80.2% | 80.9%-0.7pp | 76.9%+3.3pp | 71.3%+8.9pp |
| Annual return | 22.89% | 48.29%-25.4pp | 28.19%-5.3pp | 378.56%-355.7pp |
| Employer contribution / active EE | $363 | $2,014-82.0% | $2,521-85.6% | $2,148-83.1% |
| Participant deferral / active EE | $1,880 | $3,913-51.9% | $4,049-53.6% | $3,539-46.9% |
| Admin fee / account holder | $186 | $142+31.4% | $7,497-97.5% | $142+30.7% |