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 9-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 13 · EIN 06-1050034 | Contract Administrator | $1,739 |
Filed as: AMERICAN PORTFOLIOS FIN SVCS INC Service code 33 · EIN 11-3018002 | Securities brokerage commissions and ... | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $214,271 | $136,307+57.2% | $177,821+20.5% | $73,488+191.6% |
| Participation rate | 86.1% | 86.1%0pp | 87.7%-1.6pp | 70.7%+15.4pp |
| Annual return | 13.48% | 18.68%-5.2pp | 48.32%-34.8pp | 28.51%-15.0pp |
| Employer contribution / active EE | $977 | $3,712-73.7% | $5,918-83.5% | $2,270-56.9% |
| Participant deferral / active EE | $9,735 | $5,829+67.0% | $7,714+26.2% | $3,740+160.3% |
| Admin fee / account holder | $3 | $596-99.5% | $12,427-100.0% | $513-99.5% |