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 |
|---|---|---|
Service code 26 · EIN 61-1758632 | Advisory (Participants) | $39,298 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 | Recordkeeping | $26,559 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,634 |
Filed as: MID ATLANTIC TRUST CO Service code 18 · EIN 27-3169253 | Custodial (securities); Direct paymen... | $5,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,489 | $100,801-59.8% | $149,696-73.0% | $73,409-44.8% |
| Participation rate | 60.0% | 77.7%-17.7pp | 82.5%-22.5pp | 72.2%-12.2pp |
| Annual return | 23.56% | 265.34%-241.8pp | 276.60%-253.0pp | 59.29%-35.7pp |
| Employer contribution / active EE | $2,199 | $3,312-33.6% | $4,644-52.7% | $2,234-1.6% |
| Participant deferral / active EE | $4,356 | $6,404-32.0% | $6,842-36.3% | $3,805+14.5% |
| Admin fee / account holder | $208 | $181+15.0% | $9,309-97.8% | $158+31.7% |