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 ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 15 855 MAIN ST · DUBUQUE, IA 52001 | Recordkeeping | $13,050 |
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 | $93,426 | $66,302+40.9% | $110,238-15.3% | $56,287+66.0% |
| Participation rate | 72.4% | 74.9%-2.5pp | 79.8%-7.4pp | 69.9%+2.6pp |
| Annual return | -5.96% | -1.18%-4.8pp | 314.74%-320.7pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,024 | $2,047-1.1% | $3,826-47.1% | $2,111-4.1% |
| Participant deferral / active EE | $3,786 | $3,381+12.0% | $4,672-19.0% | $3,350+13.0% |
| Admin fee / account holder | $80 | $698-88.6% | $8,547-99.1% | $521-84.7% |