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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $3,873 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $1,850 |
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 | $23,451 | $53,127-55.9% | $86,590-72.9% | $70,131-66.6% |
| Participation rate | 78.9% | 65.3%+13.6pp | 73.5%+5.4pp | 69.5%+9.4pp |
| Annual return | 17.99% | 27.66%-9.7pp | 964.84%-946.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $435 | $2,068-79.0% | $2,839-84.7% | $2,342-81.4% |
| Participant deferral / active EE | $3,308 | $2,696+22.7% | $3,609-8.3% | $3,332-0.7% |
| Admin fee / account holder | $64 | $3,585-98.2% | $4,906-98.7% | $4,645-98.6% |