See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS FIN SVCS Service code 33 · EIN 22-1211670 | Securities brokerage; Securities brok... | $0 |
THE AIMPOINT GROUP1 year Service code 33 · EIN 71-0294708 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $230,121 | $122,239+88.3% | $184,203+24.9% | $74,495+208.9% |
| Participation rate | 82.0% | 85.5%-3.5pp | 86.8%-4.8pp | 67.2%+14.8pp |
| Annual return | 14.69% | 19.95%-5.3pp | 28.81%-14.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,402 | $4,537-69.1% | $6,427-78.2% | $2,623-46.5% |
| Participant deferral / active EE | $13,215 | $7,139+85.1% | $9,131+44.7% | $4,346+204.1% |
| Admin fee / account holder | $543 | $1,260-56.9% | $13,901-96.1% | $1,942-72.1% |