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 7-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 15 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $38,242 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,253 | $55,415-43.6% | $155,509-79.9% | $74,495-58.0% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 14.84% | 268.50%-253.7pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $5,564 | $2,267+145.4% | $4,672+19.1% | $2,623+112.1% |
| Participant deferral / active EE | $3,758 | $2,836+32.5% | $5,626-33.2% | $4,346-13.5% |
| Admin fee / account holder | $176 | $1,738-89.9% | $15,912-98.9% | $1,942-90.9% |