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 |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL2+ years Filed as: AMERICAN PORTFOLIOS ADVISORS ONE Service code 27 350 LINDEN OAKS, SUITE 140 · ROCHESTER, NE 14625 | Advisory (Plan) | $21,976 |
UNIFIED TRUST COMPANY, N.A.2+ years Filed as: UNIFIED TRUST COMPANY Service code 21 · EIN 61-1381380 | Bank Trustee | $20,024 |
LIFETIME BENEFIT SOLUTIONS2+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 15 · EIN 16-1171765 | Recordkeeping | $1,424 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $83,241 | $225,135-63.0% | $123,892-32.8% | - |
| Participation rate | 98.0% | 69.5%+28.5pp | 81.4%+16.6pp | - |
| Annual return | 7.93% | 8.01%-0.1pp | 47.52%-39.6pp | - |
| Employer contribution / active EE | $1,832 | $2,580-29.0% | $4,617-60.3% | - |
| Participant deferral / active EE | $5,102 | $4,315+18.2% | $5,984-14.7% | - |
| Admin fee / account holder | $432 | $19,833-97.8% | $8,357-94.8% | - |