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 ADVISORS3+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $61,053 |
SOUTH STATE RPS1 year Service code 15 · EIN 27-1803704 | Recordkeeping | $21,758 |
SMITH SAPP BOOKHOUT CRUMPLER3+ years Service code 10 · EIN 57-0801130 | Accounting | $12,652 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $181,038 | $55,453+226.5% | $170,442+6.2% | $62,292+190.6% |
| Participation rate | 61.1% | 66.4%-5.3pp | 83.6%-22.5pp | 69.5%-8.4pp |
| Annual return | 17.77% | 21.38%-3.6pp | 205.93%-188.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $3,498 | $2,164+61.6% | $5,433-35.6% | $2,042+71.3% |
| Participant deferral / active EE | $4,729 | $2,303+105.4% | $4,939-4.3% | $3,169+49.2% |
| Admin fee / account holder | $830 | $455+82.4% | $13,880-94.0% | $479+73.2% |