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) | $24,184 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN PENSION BENEFITS Service code 13 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Contract Administrator | $19,236 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,610 | $69,477+8.8% | $94,646-20.1% | $71,457+5.8% |
| Participation rate | 73.9% | 78.4%-4.5pp | 80.8%-6.9pp | 67.9%+6.0pp |
| Annual return | 17.89% | 29.66%-11.8pp | 156.71%-138.8pp | 28.85%-11.0pp |
| Employer contribution / active EE | $825 | $2,853-71.1% | $3,672-77.5% | $2,588-68.1% |
| Participant deferral / active EE | $959 | $7,345-86.9% | $7,418-87.1% | $4,289-77.6% |
| Admin fee / account holder | $310 | $1,210-74.4% | $7,231-95.7% | $1,587-80.5% |