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 45-0436653 401 N. 4TH ST. · BISMARCK, ND 58501 | Recordkeeping | $35,334 |
Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 28 · EIN 45-0389744 5555 GRAND MARKET DRIVE · APPLETON, WI 549138403 | Investment Management | $9,069 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,570 | $65,322-28.7% | $70,449-33.9% | $73,488-36.6% |
| Participation rate | 75.0% | 77.0%-2.0pp | 75.1%-0.1pp | 70.7%+4.3pp |
| Annual return | 4.42% | 15.71%-11.3pp | 109.03%-104.6pp | 28.51%-24.1pp |
| Employer contribution / active EE | $2,208 | $2,460-10.2% | $2,737-19.3% | $2,270-2.7% |
| Participant deferral / active EE | $2,425 | $3,375-28.1% | $3,709-34.6% | $3,740-35.1% |
| Admin fee / account holder | $283 | $214+32.1% | $3,845-92.6% | $513-44.9% |