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 GROUP3 years Filed as: THE AIMPOINT GROUP LLC Service code 49 PO BOX 1586 · POMPANO BEACH, FL 33061 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,089 | $57,651+115.2% | $112,229+10.6% | $71,457+73.7% |
| Participation rate | 99.2% | 58.9%+40.3pp | 72.4%+26.8pp | 67.9%+31.3pp |
| Annual return | 13.64% | 18.32%-4.7pp | 30.20%-16.6pp | 28.85%-15.2pp |
| Employer contribution / active EE | $11,127 | $1,913+481.5% | $3,430+224.4% | $2,588+330.0% |
| Participant deferral / active EE | $6,173 | $2,863+115.6% | $4,798+28.7% | $4,289+43.9% |
| Admin fee / account holder | $50 | $1,581-96.9% | $7,748-99.4% | $1,587-96.9% |