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 ADVISORS5+ years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $57,150 |
AXIOS ADVISORY GROUP, LTD5+ years Filed as: AXIOS ADVISORY GROUP LTD. Service code 27 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Advisory (Plan) | $28,194 |
Service code 27 · EIN 27-3169253 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Advisory (Plan) | $10,334 |
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 | $32,103 | $66,601-51.8% | $92,893-65.4% | $67,579-52.5% |
| Participation rate | 93.9% | 72.5%+21.4pp | 76.0%+17.9pp | 71.3%+22.7pp |
| Annual return | 16.53% | 92.58%-76.0pp | 109.41%-92.9pp | 378.56%-362.0pp |
| Employer contribution / active EE | $284 | $2,775-89.8% | $3,653-92.2% | $2,148-86.8% |
| Participant deferral / active EE | $2,163 | $3,157-31.5% | $4,236-48.9% | $3,539-38.9% |
| Admin fee / account holder | $173 | $199-13.3% | $5,794-97.0% | $142+21.3% |