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.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION SERVICES, LLC Service code 49 | Other Services | $1,633 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION SERVICES Service code 49 2454 MCMULLEN BOOTH ROAD · CLEARWATER, FL 33759 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,030 | $74,927-39.9% | $101,794-55.8% | $84,808-46.9% |
| Participation rate | 38.1% | 61.4%-23.3pp | 69.2%-31.1pp | 68.3%-30.2pp |
| Annual return | 12.33% | 18.70%-6.4pp | 30.53%-18.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $393 | $1,522-74.2% | $2,289-82.8% | $2,631-85.1% |
| Participant deferral / active EE | $2,741 | $3,099-11.6% | $4,084-32.9% | $4,212-34.9% |
| Admin fee / account holder | $21,830 | $6,514+235.1% | $8,777+148.7% | $7,344+197.3% |