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 ADVISORS2+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $31,085 |
Service code 26 · EIN 27-1803704 | Advisory (Participants) | $21,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,424 | $46,761+10.0% | $106,619-51.8% | $57,658-10.8% |
| Participation rate | 41.3% | 56.9%-15.6pp | 78.0%-36.7pp | 70.2%-28.9pp |
| Annual return | 5.87% | 15.77%-9.9pp | 9.42%-3.6pp | 5.13%+0.7pp |
| Employer contribution / active EE | $0 | $1,274-100.0% | $3,947-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,582 | $1,954-19.1% | $3,930-59.7% | $3,061-48.3% |
| Admin fee / account holder | $262 | $97+170.4% | $6,418-95.9% | $95+176.8% |