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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,387 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,048 | $65,557-60.3% | $64,056-59.3% | $71,457-63.5% |
| Participation rate | 58.1% | 73.2%-15.1pp | 72.3%-14.2pp | 67.9%-9.9pp |
| Annual return | 15.08% | 18.94%-3.9pp | 33.69%-18.6pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,790 | $2,669-32.9% | $2,747-34.8% | $2,588-30.8% |
| Participant deferral / active EE | $3,169 | $3,626-12.6% | $3,880-18.3% | $4,289-26.1% |
| Admin fee / account holder | $164 | $616-73.4% | $3,068-94.7% | $1,587-89.7% |