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 GROUP4 years Filed as: THE AIMPOINT GROUP LLC Service code 49 PO BOX 1586 · POMPANO BEACH, FL 33061 | Other Services | $0 |
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 | $122,374 | $62,327+96.3% | $120,354+1.7% | $74,495+64.3% |
| Participation rate | 79.2% | 56.8%+22.4pp | 71.9%+7.3pp | 67.2%+12.0pp |
| Annual return | 12.13% | 18.61%-6.5pp | 107.15%-95.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $8,581 | $1,843+365.5% | $3,463+147.8% | $2,623+227.1% |
| Participant deferral / active EE | $5,044 | $2,893+74.4% | $4,991+1.1% | $4,346+16.1% |
| Admin fee / account holder | $69 | $2,396-97.1% | $9,423-99.3% | $1,942-96.4% |