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 |
|---|---|---|
THE AIMPOINT GROUP2 years Filed as: THE AIMPOINT GROUP, LLC Service code 49 | Other Services | $13,179 |
THE AIMPOINT GROUP2 years Service code 49 3240 OLEANDER WAY · POMPANO BEACH, FL 33062 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,163 | $106,236-43.4% | $112,228-46.4% | $64,808-7.2% |
| Participation rate | 68.7% | 71.7%-3.0pp | 75.1%-6.4pp | 71.5%-2.8pp |
| Annual return | -15.53% | -6.02%-9.5pp | 27.45%-43.0pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,959 | $3,166-6.5% | $3,635-18.6% | $2,506+18.1% |
| Participant deferral / active EE | $3,343 | $3,785-11.7% | $4,728-29.3% | $4,310-22.4% |
| Admin fee / account holder | $17 | $452-96.3% | $6,410-99.7% | $188-91.1% |