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 8-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 |
|---|---|---|
Filed as: AFC PENSIONS, INC. Service code 49 · EIN 04-2484178 | Other Services | $12,409 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,820 | $84,487-71.8% | $125,339-81.0% | $66,914-64.4% |
| Participation rate | 58.2% | 76.4%-18.2pp | 82.4%-24.2pp | 69.8%-11.6pp |
| Annual return | -5.87% | -8.39%+2.5pp | 572.05%-577.9pp | 1.58%-7.5pp |
| Employer contribution / active EE | $1,106 | $3,553-68.9% | $4,814-77.0% | $2,544-56.5% |
| Participant deferral / active EE | $7,522 | $6,781+10.9% | $7,446+1.0% | $4,237+77.5% |
| Admin fee / account holder | $10 | $685-98.5% | $10,010-99.9% | $593-98.3% |