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 COMPANY Service code 15 · EIN 62-0951563 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $12,074 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,819 | $84,487+46.6% | $125,339-1.2% | $66,914+85.0% |
| Participation rate | 72.6% | 76.4%-3.8pp | 82.4%-9.8pp | 69.8%+2.8pp |
| Annual return | -17.47% | -8.39%-9.1pp | 572.05%-589.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,458 | $3,553-2.7% | $4,814-28.2% | $2,544+35.9% |
| Participant deferral / active EE | $5,511 | $6,781-18.7% | $7,446-26.0% | $4,237+30.1% |
| Admin fee / account holder | $94 | $685-86.3% | $10,010-99.1% | $593-84.2% |