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 COMPANY Service code 15 · EIN 62-0951563 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $25,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,979 | $101,317+94.4% | $146,958+34.0% | $74,495+164.4% |
| Participation rate | 65.8% | 75.5%-9.7pp | 82.2%-16.3pp | 67.2%-1.4pp |
| Annual return | 19.69% | 8730.91%-8711.2pp | 418.34%-398.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $3,624 | $3,810-4.9% | $4,933-26.5% | $2,623+38.2% |
| Participant deferral / active EE | $5,835 | $7,303-20.1% | $8,070-27.7% | $4,346+34.3% |
| Admin fee / account holder | $205 | $1,739-88.2% | $12,998-98.4% | $1,942-89.4% |