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 |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $28,440 |
S & T WEALTH TRUST10+ years Service code 21 · EIN 25-1607533 800 PHILADELPHIA STREET · INDIANA, PA 15701 | Bank Trustee | $18,186 |
Filed as: AMERIPRISE FINANCIAL Service code 21 · EIN 13-3180631 7660 SALTSBURG ROAD · PITTSBURGH, PA 15239 | Bank Trustee | $7,838 |
Filed as: BUCKLER, MCKENNEY & NADZADI, P.C. Service code 10 · EIN 25-1769537 116 FOX PLAN ROAD · MONROEVILLE, PA 15146 | Accounting | $125 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,484 | $77,314+66.2% | $177,989-27.8% | $80,856+58.9% |
| Participation rate | 57.8% | 65.7%-7.9pp | 77.1%-19.3pp | 67.6%-9.8pp |
| Annual return | 13.56% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,119 | $2,292-7.5% | $3,949-46.3% | $2,755-23.1% |
| Participant deferral / active EE | $4,024 | $4,411-8.8% | $6,276-35.9% | $4,296-6.3% |
| Admin fee / account holder | $731 | $7,191-89.8% | $10,363-92.9% | $6,918-89.4% |