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 PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $37,756 |
SOUTH STATE RPS1 year Service code 15 · EIN 27-1803704 | Recordkeeping | $18,134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,131 | $69,305-69.5% | $82,313-74.3% | $69,631-69.7% |
| Participation rate | 57.2% | 80.3%-23.1pp | 76.9%-19.7pp | 70.7%-13.5pp |
| Annual return | 18.56% | 21.47%-2.9pp | 25.88%-7.3pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $938 | $1,887-50.3% | $2,428-61.4% | $2,032-53.8% |
| Participant deferral / active EE | $1,556 | $3,568-56.4% | $3,706-58.0% | $3,224-51.7% |
| Admin fee / account holder | $144 | $97+48.6% | $5,608-97.4% | $110+30.8% |