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 ADVISORS2 years Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 2454 N. MCMULLEN BOOTH ROAD STE 431 · CLEARWATER, FL 33759 | Contract Administrator | $24,469 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,854 | $61,272+9.1% | $149,673-55.3% | $71,457-6.4% |
| Participation rate | 54.3% | 62.5%-8.2pp | 78.8%-24.4pp | 67.9%-13.6pp |
| Annual return | 21.35% | 35.85%-14.5pp | 134.42%-113.1pp | 28.85%-7.5pp |
| Employer contribution / active EE | $2,689 | $2,378+13.0% | $4,818-44.2% | $2,588+3.9% |
| Participant deferral / active EE | $3,178 | $2,917+8.9% | $5,680-44.0% | $4,289-25.9% |
| Admin fee / account holder | $446 | $1,261-64.7% | $13,210-96.6% | $1,587-71.9% |