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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,170 |
AMERICAN PORTFOLIOS FINANCIAL2+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SERV Service code 55 · EIN 11-3018002 | Other Commissions | $14,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $12,378 | $80,177-84.6% | $123,892-90.0% | $57,658-78.5% |
| Participation rate | 56.5% | 74.4%-17.9pp | 81.4%-24.9pp | 70.2%-13.7pp |
| Annual return | 19.28% | 17.90%+1.4pp | 47.52%-28.2pp | 5.13%+14.1pp |
| Employer contribution / active EE | $601 | $2,913-79.4% | $4,617-87.0% | $1,974-69.6% |
| Participant deferral / active EE | $1,646 | $5,130-67.9% | $5,984-72.5% | $3,061-46.2% |
| Admin fee / account holder | $102 | $106-3.9% | $8,357-98.8% | $95+8.1% |