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 5-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 |
|---|---|---|
THE AIMPOINT GROUP1 year Filed as: THE AIMPOINT GROUP, LLC Service code 49 | Other Services | $1,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,863 | $64,119-58.1% | $112,228-76.1% | $66,914-59.9% |
| Participation rate | 50.6% | 68.5%-17.8pp | 75.1%-24.4pp | 69.8%-19.2pp |
| Annual return | -20.10% | -13.81%-6.3pp | 27.45%-47.6pp | 1.58%-21.7pp |
| Employer contribution / active EE | $2,854 | $3,005-5.0% | $3,635-21.5% | $2,544+12.2% |
| Participant deferral / active EE | $3,500 | $3,693-5.2% | $4,728-26.0% | $4,237-17.4% |
| Admin fee / account holder | $8 | $625-98.7% | $6,410-99.9% | $593-98.6% |