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 ADVISORS10+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $55,747 |
AXIOS ADVISORY GROUP, LTD10+ years Service code 26 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Advisory (Participants) | $34,202 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,425 | $88,982+16.2% | $102,438+1.0% | $77,671+33.2% |
| Participation rate | 70.6% | 80.9%-10.3pp | 76.5%-5.9pp | 70.6%0pp |
| Annual return | 12.32% | 25.01%-12.7pp | 29.37%-17.0pp | 31.21%-18.9pp |
| Employer contribution / active EE | $2,362 | $2,698-12.5% | $3,024-21.9% | $2,726-13.4% |
| Participant deferral / active EE | $4,539 | $5,144-11.7% | $5,054-10.2% | $4,648-2.3% |
| Admin fee / account holder | $223 | $236-5.3% | $9,448-97.6% | $430-48.2% |