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 |
|---|---|---|
AEPG WEALTH STRATEGIES1 year Service code 27 · EIN 22-2454043 | Advisory (Plan) | $12,023 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,755 | $70,083-53.3% | $59,878-45.3% | $55,725-41.2% |
| Participation rate | 56.5% | 78.4%-21.9pp | 74.7%-18.2pp | 70.9%-14.4pp |
| Annual return | -4.05% | 3.13%-7.2pp | 3.46%-7.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $363 | $2,878-87.4% | $2,722-86.6% | $2,078-82.5% |
| Participant deferral / active EE | $1,883 | $3,079-38.8% | $3,402-44.6% | $3,356-43.9% |
| Admin fee / account holder | $80 | $70+13.7% | $3,590-97.8% | $115-30.6% |