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 |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 55 | Other Commissions | $3,515 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 95-6817943 | Recordkeeping Fees | $750 |
UNITED BENEFIT PENSIONS INC.2+ years Service code 13 · EIN 36-4517541 | Contract Administrator | $650 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $204 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | Other Services | $16 |
AMERICAN PORTFOLIOS FINANCIAL2+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 49 · EIN 11-3018002 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,852 | $75,183-66.9% | $123,892-79.9% | $55,167-55.0% |
| Participation rate | 65.5% | 72.8%-7.3pp | 81.4%-15.9pp | 69.0%-3.5pp |
| Annual return | 12.91% | 19.01%-6.1pp | 47.52%-34.6pp | 169.23%-156.3pp |
| Employer contribution / active EE | $299 | $2,823-89.4% | $4,617-93.5% | $1,963-84.8% |
| Participant deferral / active EE | $2,425 | $5,084-52.3% | $5,984-59.5% | $3,054-20.6% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.2% |