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 ADVISORS7+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,180 | $44,642-32.4% | $91,220-66.9% | $66,914-54.9% |
| Participation rate | 39.4% | 64.9%-25.5pp | 73.2%-33.8pp | 69.8%-30.4pp |
| Annual return | -16.01% | -12.29%-3.7pp | 114.01%-130.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $885 | $1,706-48.1% | $2,850-68.9% | $2,544-65.2% |
| Participant deferral / active EE | $1,400 | $3,349-58.2% | $4,234-66.9% | $4,237-66.9% |
| Admin fee / account holder | $9 | $521-98.2% | $5,420-99.8% | $593-98.4% |