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 | $23,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,509 | $57,921-33.5% | $84,750-54.6% | $57,658-33.2% |
| Participation rate | 29.1% | 72.9%-43.8pp | 76.6%-47.5pp | 70.2%-41.1pp |
| Annual return | 7.06% | 10.24%-3.2pp | 22.78%-15.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $3,111 | $2,598+19.7% | $3,574-13.0% | $1,974+57.6% |
| Participant deferral / active EE | $1,091 | $2,742-60.2% | $3,712-70.6% | $3,061-64.3% |
| Admin fee / account holder | $208 | $130+60.1% | $5,332-96.1% | $95+119.6% |