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 | $2,450 |
SOUTH STATE RPS1 year Service code 15 · EIN 27-1803704 | Recordkeeping | $455 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,036 | $64,909+0.2% | $82,313-21.0% | $62,292+4.4% |
| Participation rate | 84.7% | 74.9%+9.8pp | 76.9%+7.8pp | 69.5%+15.2pp |
| Annual return | 14.98% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,411 | $1,676-15.8% | $2,428-41.9% | $2,042-30.9% |
| Participant deferral / active EE | $3,931 | $3,103+26.7% | $3,706+6.1% | $3,169+24.1% |
| Admin fee / account holder | $19 | $440-95.8% | $5,608-99.7% | $479-96.1% |