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 TRUST5+ years Service code 21 · EIN 25-1607533 800 PHILADELPHIA STREET · INDIANA, PA 15701 | Bank Trustee | $25,635 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Recordkeeping | $19,499 |
Filed as: BUCKLER, MCKENNEY & NADZADI, P.C. Service code 10 · EIN 25-1769537 116 FOX PLAN ROAD · MONROEVILLE, PA 15146 | Accounting | $5,500 |
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 | $87,146 | $65,395+33.3% | $182,532-52.3% | $72,985+19.4% |
| Participation rate | 65.1% | 65.4%-0.3pp | 78.0%-12.9pp | 69.5%-4.4pp |
| Annual return | 19.23% | 27.68%-8.4pp | 148.54%-129.3pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,731 | $1,911-9.4% | $4,076-57.5% | $2,440-29.1% |
| Participant deferral / active EE | $3,056 | $3,563-14.2% | $5,524-44.7% | $3,607-15.3% |
| Admin fee / account holder | $703 | $4,245-83.4% | $8,592-91.8% | $5,124-86.3% |