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 | $26,359 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,034 | $60,989-60.6% | $60,874-60.5% | $66,914-64.1% |
| Participation rate | 62.2% | 74.5%-12.3pp | 73.1%-10.9pp | 69.8%-7.6pp |
| Annual return | -17.73% | -9.60%-8.1pp | 16.90%-34.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,924 | $2,661-27.7% | $2,701-28.8% | $2,544-24.4% |
| Participant deferral / active EE | $3,283 | $3,615-9.2% | $3,817-14.0% | $4,237-22.5% |
| Admin fee / account holder | $175 | $338-48.4% | $3,224-94.6% | $593-70.6% |