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 ADVISORS2+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $1,125 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,840 | $47,448-64.5% | $94,993-82.3% | $62,292-73.0% |
| Participation rate | 58.4% | 66.5%-8.1pp | 73.9%-15.5pp | 69.5%-11.1pp |
| Annual return | 17.89% | 22.64%-4.7pp | 27.12%-9.2pp | 28.90%-11.0pp |
| Employer contribution / active EE | $749 | $1,300-42.4% | $2,603-71.2% | $2,042-63.3% |
| Participant deferral / active EE | $1,148 | $2,375-51.7% | $3,317-65.4% | $3,169-63.8% |
| Admin fee / account holder | $12 | $434-97.2% | $4,960-99.8% | $479-97.5% |