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+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $42,641 |
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.
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 | $20,322 | $72,770-72.1% | $67,652-70.0% | $55,191-63.2% |
| Participation rate | 50.7% | 78.8%-28.1pp | 75.7%-25.0pp | 69.2%-18.5pp |
| Annual return | 3.47% | -3.26%+6.7pp | 6625.04%-6621.6pp | 10.78%-7.3pp |
| Employer contribution / active EE | $847 | $1,769-52.1% | $2,266-62.6% | $1,899-55.4% |
| Participant deferral / active EE | $1,609 | $3,408-52.8% | $3,560-54.8% | $3,046-47.2% |
| Admin fee / account holder | $168 | $79+112.8% | $4,821-96.5% | $91+84.8% |