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 |
|---|---|---|
Filed as: AMERICAN PORTFOLIOS ADVISORS, INC Service code 50 · EIN 11-3600438 | Direct Payment | $140,526 |
AMERICAN PORTFOLIOS FINANCIAL7+ years Filed as: AMERICAN PORTFOLIOS FNCL SVC Service code 55 · EIN 11-3018002 | Other Commissions | $21,885 |
Filed as: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $4,749 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,440 | $104,317+8.7% | $159,436-28.8% | $86,799+30.7% |
| Participation rate | 95.9% | 77.7%+18.2pp | 82.8%+13.1pp | 72.3%+23.6pp |
| Annual return | 14.46% | 26.32%-11.9pp | 263.57%-249.1pp | 97.91%-83.4pp |
| Employer contribution / active EE | $2,148 | $3,451-37.7% | $4,829-55.5% | $2,405-10.7% |
| Participant deferral / active EE | $7,137 | $6,837+4.4% | $7,352-2.9% | $4,131+72.8% |
| Admin fee / account holder | $408 | $172+136.9% | $10,799-96.2% | $170+140.7% |