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 |
|---|---|---|
AMERICAN PORTFOLIOS FINANCIAL4+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $39,348 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,792 |
Service code 10 2875 JUPITER PARK DR STE 800 · JUPITER, FL 33458 | Accounting | $3,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,613 | $43,999-21.3% | $79,464-56.4% | $55,725-37.9% |
| Participation rate | 65.7% | 66.9%-1.2pp | 73.3%-7.6pp | 70.9%-5.1pp |
| Annual return | -4.90% | 1.81%-6.7pp | 718.14%-723.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $753 | $1,830-58.9% | $2,800-73.1% | $2,078-63.8% |
| Participant deferral / active EE | $2,722 | $2,538+7.2% | $3,704-26.5% | $3,356-18.9% |
| Admin fee / account holder | $169 | $118+44.0% | $5,113-96.7% | $115+47.0% |