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 ADVISORS2+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $64,740 |
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 | $33,893 | $39,859-15.0% | $78,689-56.9% | $57,658-41.2% |
| Participation rate | 77.6% | 66.1%+11.5pp | 73.6%+4.1pp | 70.2%+7.4pp |
| Annual return | 6.79% | 18.96%-12.2pp | 62.18%-55.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $334 | $1,786-81.3% | $2,851-88.3% | $1,974-83.1% |
| Participant deferral / active EE | $2,286 | $2,248+1.7% | $3,517-35.0% | $3,061-25.3% |
| Admin fee / account holder | $204 | $76+167.2% | $4,510-95.5% | $95+115.4% |