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 FINANCIAL SERV Service code 27 · EIN 04-2647786 | Advisory (Plan) | $22,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,272 | $72,177+51.4% | $115,037-5.0% | $59,632+83.2% |
| Participation rate | 66.0% | 72.6%-6.6pp | 81.4%-15.4pp | 68.7%-2.7pp |
| Annual return | 1.49% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $919 | $2,841-67.7% | $4,608-80.1% | $2,203-58.3% |
| Participant deferral / active EE | $5,057 | $4,783+5.7% | $6,026-16.1% | $3,192+58.4% |
| Admin fee / account holder | $295 | $4,927-94.0% | $8,175-96.4% | $4,297-93.1% |