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 FINANCIAL1+ years Filed as: AMERICAN PORTFOLIOS ADVISORS Service code 27 · EIN 16-1462987 350 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $37,498 |
UNIFIED TRUST COMPANY, N.A.1+ years Service code 13 · EIN 61-1381380 2353 ALEXANDRIA DR #100 · LEXINGTON, KY 40504 | Contract Administrator | $18,085 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,388 | $37,117+25.0% | $147,614-68.6% | $55,191-16.0% |
| Participation rate | 79.9% | 63.6%+16.3pp | 84.6%-4.7pp | 69.2%+10.7pp |
| Annual return | 1.42% | 3.44%-2.0pp | 61.98%-60.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $1,055 | $1,620-34.9% | $5,564-81.0% | $1,899-44.4% |
| Participant deferral / active EE | $3,581 | $1,985+80.3% | $4,895-26.9% | $3,046+17.5% |
| Admin fee / account holder | $169 | $86+97.6% | $11,611-98.5% | $91+86.3% |