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 STRATEGIES2 years Service code 27 · EIN 22-2454043 | Advisory (Plan) | $23,959 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,885 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,645 | $95,542-80.5% | $69,455-73.2% | $67,579-72.4% |
| Participation rate | 78.1% | 79.4%-1.3pp | 74.6%+3.5pp | 71.3%+6.8pp |
| Annual return | 19.08% | 17.67%+1.4pp | 28.97%-9.9pp | 378.56%-359.5pp |
| Employer contribution / active EE | $183 | $2,989-93.9% | $2,779-93.4% | $2,148-91.5% |
| Participant deferral / active EE | $1,539 | $3,263-52.8% | $3,535-56.5% | $3,539-56.5% |
| Admin fee / account holder | $58 | $90-35.9% | $3,839-98.5% | $142-59.5% |