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 FINANCIAL6+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 27 4250 VETERANS MEMORIAL HXY · HOLBROOK, NY 11741 | Advisory (Plan) | $42,816 |
LARRISA M SHAFFER CPA P A3 years Service code 10 2875 JUPITER PARK DR STE 800 · JUPITER, FL 33458 | Accounting | $7,800 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $903 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,426 | $52,670-19.4% | $90,404-53.1% | $73,409-42.2% |
| Participation rate | 72.4% | 67.7%+4.7pp | 72.7%-0.3pp | 72.2%+0.2pp |
| Annual return | 8.50% | 20.70%-12.2pp | 1293.02%-1284.5pp | 59.29%-50.8pp |
| Employer contribution / active EE | $735 | $1,872-60.7% | $3,262-77.5% | $2,234-67.1% |
| Participant deferral / active EE | $2,801 | $2,807-0.2% | $3,963-29.3% | $3,805-26.4% |
| Admin fee / account holder | $181 | $117+54.8% | $5,611-96.8% | $158+14.5% |