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 |
|---|---|---|
THE AIMPOINT GROUP1 year Filed as: THE AIMPOINT GROUP LLC Service code 49 3240 OLEANDER WAY · POMPANO BEACH, FL 33062 | Other Services | $15,282 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,701 | $65,862+96.9% | $124,672+4.0% | $79,386+63.4% |
| Participation rate | 96.7% | 62.2%+34.5pp | 74.6%+22.1pp | 70.7%+26.0pp |
| Annual return | 13.62% | 19.02%-5.4pp | 5142.93%-5129.3pp | 116.85%-103.2pp |
| Employer contribution / active EE | $9,873 | $1,883+424.2% | $3,324+197.1% | $2,427+306.7% |
| Participant deferral / active EE | $5,378 | $2,772+94.0% | $4,614+16.6% | $4,046+32.9% |
| Admin fee / account holder | $18 | $673-97.3% | $7,493-99.8% | $626-97.1% |