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 13 · EIN 42-0127290 | Contract Administrator | $12,139 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,041 | $65,322-70.9% | $70,449-73.0% | $73,488-74.1% |
| Participation rate | 60.5% | 77.0%-16.4pp | 75.1%-14.5pp | 70.7%-10.2pp |
| Annual return | 6.08% | 15.71%-9.6pp | 109.03%-102.9pp | 28.51%-22.4pp |
| Employer contribution / active EE | $1,379 | $2,460-43.9% | $2,737-49.6% | $2,270-39.3% |
| Participant deferral / active EE | $2,627 | $3,375-22.2% | $3,709-29.2% | $3,740-29.8% |
| Admin fee / account holder | $107 | $214-50.2% | $3,845-97.2% | $513-79.2% |