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 ADVISORS3+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $225 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,993 | $45,825-65.1% | $90,645-82.4% | $56,287-71.6% |
| Participation rate | 55.9% | 66.7%-10.8pp | 74.0%-18.2pp | 69.9%-14.0pp |
| Annual return | -4.53% | 38.64%-43.2pp | 1.88%-6.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $573 | $1,372-58.3% | $2,532-77.4% | $2,111-72.9% |
| Participant deferral / active EE | $954 | $2,562-62.8% | $3,425-72.2% | $3,350-71.5% |
| Admin fee / account holder | $2 | $413-99.5% | $4,994-100.0% | $521-99.6% |