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 ADVISORS2+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $60,466 |
AXIOS ADVISORY GROUP, LTD2+ years Service code 26 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Advisory (Participants) | $27,877 |
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 | $56,841 | $63,905-11.1% | $74,183-23.4% | $57,658-1.4% |
| Participation rate | 80.0% | 79.8%+0.3pp | 76.6%+3.4pp | 70.2%+9.8pp |
| Annual return | 7.08% | 60.60%-53.5pp | 17.74%-10.7pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,246 | $1,840-32.3% | $2,370-47.4% | $1,974-36.9% |
| Participant deferral / active EE | $2,991 | $3,448-13.3% | $3,550-15.7% | $3,061-2.3% |
| Admin fee / account holder | $161 | $91+77.1% | $5,586-97.1% | $95+70.7% |