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 & SAVINGS BANK Service code 15 895 MAIN STREET · DUBUQUE, IA 520040938 | Recordkeeping | $48,408 |
TWO WEST CAPITAL ADVISORS3+ years Filed as: TWO RIVERS BANK & TRUST Service code 16 222 N MAIN STREET · BURLINGTON, IA 52601 | Consulting | $32,367 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,213 | $63,299+4.6% | $91,001-27.2% | $62,292+6.3% |
| Participation rate | 98.5% | 73.3%+25.2pp | 75.6%+22.9pp | 69.5%+29.0pp |
| Annual return | 15.61% | 20.99%-5.4pp | 4.60%+11.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $4,819 | $1,807+166.7% | $2,456+96.3% | $2,042+136.0% |
| Participant deferral / active EE | $3,482 | $2,943+18.3% | $3,547-1.8% | $3,169+9.9% |
| Admin fee / account holder | $361 | $468-22.9% | $5,417-93.3% | $479-24.8% |