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 | $30,690 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 49 · EIN 11-3018002 | Other Services | $10,624 |
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 | $30,532 | $69,763-56.2% | $67,502-54.8% | $74,495-59.0% |
| Participation rate | 57.4% | 71.4%-14.0pp | 72.9%-15.5pp | 67.2%-9.8pp |
| Annual return | 14.90% | -40.34%+55.2pp | 3512.12%-3497.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,926 | $2,704-28.8% | $2,731-29.5% | $2,623-26.6% |
| Participant deferral / active EE | $3,340 | $3,636-8.1% | $4,000-16.5% | $4,346-23.1% |
| Admin fee / account holder | $185 | $896-79.4% | $3,998-95.4% | $1,942-90.5% |