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 ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 83-3455979 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $10,277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $109,799 | $89,652+22.5% | $141,162-22.2% | $65,185+68.4% |
| Participation rate | 66.0% | 74.7%-8.7pp | 82.5%-16.4pp | 70.2%-4.2pp |
| Annual return | 27.19% | 32.79%-5.6pp | 71.39%-44.2pp | 29.38%-2.2pp |
| Employer contribution / active EE | $5,460 | $3,065+78.2% | $4,735+15.3% | $2,177+150.9% |
| Participant deferral / active EE | $4,493 | $5,691-21.0% | $6,709-33.0% | $3,514+27.9% |
| Admin fee / account holder | $93 | $569-83.6% | $10,261-99.1% | $847-89.0% |