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 | Other Services | $1,734 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,937 | $93,571-54.1% | $135,903-68.4% | $75,163-42.9% |
| Participation rate | 72.0% | 75.2%-3.1pp | 81.9%-9.9pp | 67.2%+4.9pp |
| Annual return | 32.58% | 30.90%+1.7pp | 68.23%-35.6pp | 160.62%-128.0pp |
| Employer contribution / active EE | $2,830 | $3,537-20.0% | $4,856-41.7% | $2,670+6.0% |
| Participant deferral / active EE | $12,009 | $6,404+87.5% | $7,758+54.8% | $4,125+191.1% |
| Admin fee / account holder | $21 | $6,975-99.7% | $10,762-99.8% | $5,651-99.6% |