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 PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $60,160 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $33,745-100.0% | $64,105-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 68.2%-68.2pp | 69.2%-69.2pp |
| Annual return | -0.76% | 4.95%-5.7pp | 791.24%-792.0pp | 10.78%-11.5pp |
| Employer contribution / active EE | $137 | $641-78.6% | $1,820-92.5% | $1,899-92.8% |
| Participant deferral / active EE | $649 | $1,929-66.3% | $2,822-77.0% | $3,046-78.7% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |