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 9-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 | $76,083 |
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 | $26,768 | $38,925-31.2% | $73,843-63.8% | $55,191-51.5% |
| Participation rate | 77.8% | 66.0%+11.8pp | 73.4%+4.4pp | 69.2%+8.6pp |
| Annual return | -0.18% | 6.31%-6.5pp | 2267.84%-2268.0pp | 10.78%-11.0pp |
| Employer contribution / active EE | $357 | $1,695-78.9% | $2,787-87.2% | $1,899-81.2% |
| Participant deferral / active EE | $2,202 | $2,351-6.3% | $3,583-38.5% | $3,046-27.7% |
| Admin fee / account holder | $203 | $83+144.6% | $4,880-95.8% | $91+123.3% |