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 7-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 PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $47,083 |
USI CONSULTING GROUP1+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Recordkeeping a... | $13,129 |
SOUTH STATE RPS1+ years Service code 15 · EIN 27-1803704 | Recordkeeping | $2,857 |
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 | $61,058 | $65,118-6.2% | $76,768-20.5% | $55,725+9.6% |
| Participation rate | 99.5% | 79.6%+19.9pp | 77.0%+22.5pp | 70.9%+28.7pp |
| Annual return | 7.89% | -1.27%+9.2pp | 2.43%+5.5pp | 244.93%-237.0pp |
| Employer contribution / active EE | $3,027 | $1,941+56.0% | $2,485+21.8% | $2,078+45.7% |
| Participant deferral / active EE | $3,198 | $3,688-13.3% | $3,852-17.0% | $3,356-4.7% |
| Admin fee / account holder | $120 | $116+3.7% | $6,675-98.2% | $115+4.3% |