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 6-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 ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN ST, 4TH FLOOR · DUBUQUE, IA 520016823 | Recordkeeping | $17,428 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,795 | $58,879-90.2% | $178,490-96.8% | $73,488-92.1% |
| Participation rate | 97.8% | 66.2%+31.6pp | 81.9%+15.9pp | 70.7%+27.2pp |
| Annual return | 32.07% | 24.86%+7.2pp | 151.07%-119.0pp | 28.51%+3.6pp |
| Employer contribution / active EE | $316 | $2,236-85.8% | $5,011-93.7% | $2,270-86.1% |
| Participant deferral / active EE | $1,698 | $2,567-33.8% | $5,202-67.3% | $3,740-54.6% |
| Admin fee / account holder | $93 | $400-76.7% | $13,984-99.3% | $513-81.8% |