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 CENTER Service code 15 · EIN 45-0436653 1151 3RD AVE WEST · DICKINSON, ND 58601 | Recordkeeping | $24,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,817 | $66,180-74.6% | $118,746-85.8% | $62,292-73.0% |
| Participation rate | 62.4% | 71.3%-8.9pp | 78.3%-15.9pp | 69.5%-7.1pp |
| Annual return | 15.00% | 60.89%-45.9pp | 24.54%-9.5pp | 28.90%-13.9pp |
| Employer contribution / active EE | $0 | $3,183-100.0% | $4,193-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,575 | $4,247-39.4% | $5,332-51.7% | $3,169-18.7% |
| Admin fee / account holder | $149 | $753-80.3% | $10,720-98.6% | $479-69.0% |