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 4-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 year Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 2454 N. MCMULLEN BOOTH ROAD STE 431 · CLEARWATER, FL 33759 | Contract Administrator | $9,717 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $170 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,490 | $65,061-5.5% | $143,757-57.2% | $66,914-8.1% |
| Participation rate | 97.7% | 65.2%+32.5pp | 80.3%+17.4pp | 69.8%+27.9pp |
| Annual return | -18.83% | -11.14%-7.7pp | -0.04%-18.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $2,571 | $2,361+8.9% | $4,951-48.1% | $2,544+1.1% |
| Participant deferral / active EE | $4,700 | $2,919+61.0% | $5,637-16.6% | $4,237+10.9% |
| Admin fee / account holder | $1,799 | $502+258.4% | $14,673-87.7% | $593+203.2% |