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 |
|---|---|---|
S & T WEALTH TRUST1+ years Service code 21 · EIN 25-1607533 800 PHILADELPHIA STREET · INDIANA, PA 15701 | Bank Trustee | $37,829 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Recordkeeping | $21,624 |
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.
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 | $89,236 | $45,283+97.1% | $155,790-42.7% | $52,331+70.5% |
| Participation rate | 55.4% | 62.2%-6.8pp | 76.1%-20.7pp | 68.1%-12.7pp |
| Annual return | -2.55% | 1.80%-4.3pp | 71.54%-74.1pp | 4.54%-7.1pp |
| Employer contribution / active EE | $1,323 | $1,329-0.4% | $3,836-65.5% | $1,882-29.7% |
| Participant deferral / active EE | $2,456 | $2,854-14.0% | $4,797-48.8% | $3,022-18.7% |
| Admin fee / account holder | $901 | $981-8.2% | $7,478-88.0% | $592+52.3% |