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 TRUST4+ years Service code 21 · EIN 25-1607533 800 PHILADELPHIA STREET · INDIANA, PA 15701 | Bank Trustee | $34,274 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Recordkeeping | $19,010 |
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.)
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 | $77,691 | $56,484+37.5% | $169,463-54.2% | $64,186+21.0% |
| Participation rate | 64.8% | 64.5%+0.2pp | 77.8%-13.0pp | 69.6%-4.8pp |
| Annual return | -6.37% | -1.55%-4.8pp | 1.83%-8.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,613 | $1,832-12.0% | $4,159-61.2% | $2,381-32.3% |
| Participant deferral / active EE | $2,797 | $3,448-18.9% | $5,277-47.0% | $3,470-19.4% |
| Admin fee / account holder | $876 | $4,174-79.0% | $9,109-90.4% | $4,888-82.1% |