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 |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $55,958 |
AXIOS ADVISORY GROUP, LTD1+ years Filed as: AXIOS ADVISORY GROUP LTD. Service code 27 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Advisory (Plan) | $24,955 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,448 | $50,498-43.7% | $75,781-62.5% | $55,191-48.5% |
| Participation rate | 98.7% | 69.4%+29.3pp | 75.8%+22.9pp | 69.2%+29.5pp |
| Annual return | -1.22% | 1.80%-3.0pp | 9.68%-10.9pp | 10.78%-12.0pp |
| Employer contribution / active EE | $337 | $2,291-85.3% | $3,323-89.9% | $1,899-82.2% |
| Participant deferral / active EE | $1,900 | $2,589-26.6% | $3,651-48.0% | $3,046-37.6% |
| Admin fee / account holder | $172 | $123+39.8% | $5,299-96.8% | $91+89.5% |