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 9-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 ADVISORS1+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $3,876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,812 | $42,772-70.0% | $87,507-85.4% | $55,167-76.8% |
| Participation rate | 60.9% | 66.5%-5.6pp | 73.8%-12.9pp | 69.0%-8.1pp |
| Annual return | 11.12% | 21.20%-10.1pp | 12.21%-1.1pp | 169.23%-158.1pp |
| Employer contribution / active EE | $672 | $1,277-47.4% | $2,550-73.7% | $1,963-65.8% |
| Participant deferral / active EE | $1,117 | $2,342-52.3% | $3,149-64.5% | $3,054-63.4% |
| Admin fee / account holder | $43 | $461-90.7% | $4,221-99.0% | $504-91.5% |