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 ADVISORS2+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $42,851 |
TWO WEST CAPITAL ADVISORS2+ years Filed as: TWO RIVERS BANK & TRUST Service code 16 222 N MAIN STREET · BURLINGTON, IA 52601 | Consulting | $26,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,260 | $56,629-2.4% | $77,999-29.2% | $55,167+0.2% |
| Participation rate | 99.0% | 73.3%+25.7pp | 75.5%+23.5pp | 69.0%+30.0pp |
| Annual return | 5.43% | 2866.98%-2861.6pp | 425.96%-420.5pp | 169.23%-163.8pp |
| Employer contribution / active EE | $4,720 | $1,723+173.9% | $2,470+91.1% | $1,963+140.5% |
| Participant deferral / active EE | $3,441 | $2,777+23.9% | $3,497-1.6% | $3,054+12.7% |
| Admin fee / account holder | $317 | $467-32.0% | $5,480-94.2% | $504-37.0% |