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 | $9,432 |
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 | $58,834 | $54,320+8.3% | $67,652-13.0% | $52,331+12.4% |
| Participation rate | 82.9% | 73.6%+9.3pp | 75.7%+7.2pp | 68.1%+14.8pp |
| Annual return | -0.53% | 6.81%-7.3pp | 6625.04%-6625.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,481 | $1,544-4.0% | $2,266-34.6% | $1,882-21.3% |
| Participant deferral / active EE | $4,426 | $2,950+50.0% | $3,560+24.3% | $3,022+46.4% |
| Admin fee / account holder | $25 | $527-95.3% | $4,821-99.5% | $592-95.8% |