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 10-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 |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL3+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERV Service code 27 · EIN 11-3018002 | Advisory (Plan) | $23,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $106,929 | $80,753+32.4% | $136,294-21.5% | $62,292+71.7% |
| Participation rate | 64.3% | 73.5%-9.2pp | 81.9%-17.6pp | 69.5%-5.2pp |
| Annual return | 17.02% | 35.83%-18.8pp | 5155.94%-5138.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $706 | $2,884-75.5% | $4,695-85.0% | $2,042-65.4% |
| Participant deferral / active EE | $3,953 | $5,164-23.4% | $6,247-36.7% | $3,169+24.8% |
| Admin fee / account holder | $246 | $525-53.2% | $9,243-97.3% | $479-48.7% |