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 | $4,369 |
Filed as: AMERICAN PORTFOLIOS FIN SVCS INC Service code 33 · EIN 11-3018002 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $196,681 | $102,553+91.8% | $151,611+29.7% | $66,914+193.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -13.32% | -10.82%-2.5pp | 3.33%-16.7pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,465 | $4,180-65.0% | $6,166-76.2% | $2,544-42.4% |
| Participant deferral / active EE | $13,520 | $6,641+103.6% | $8,363+61.7% | $4,237+219.1% |
| Admin fee / account holder | $37 | $630-94.1% | $11,616-99.7% | $593-93.7% |