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 |
|---|---|---|
Service code 26 · EIN 61-1758632 24 E. COTA STREET · SANTA BARBARA, PA 93101 | Advisory (Participants) | $23,568 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $18,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,263 | $58,320+6.8% | $86,436-28.0% | $66,914-7.0% |
| Participation rate | 68.5% | 78.6%-10.1pp | 80.3%-11.8pp | 69.8%-1.3pp |
| Annual return | -17.68% | -9.71%-8.0pp | 4394.89%-4412.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $747 | $2,615-71.4% | $3,769-80.2% | $2,544-70.6% |
| Participant deferral / active EE | $1,064 | $6,899-84.6% | $6,952-84.7% | $4,237-74.9% |
| Admin fee / account holder | $294 | $546-46.1% | $6,731-95.6% | $593-50.4% |