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 FINANCIAL8+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 27 4250 VETEREANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $40,080 |
CARON & BLETZER, PLLC1 year Service code 27 1 LIBRARY LANE · KINGSTON, NH 03848 | Advisory (Plan) | $6,175 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,568 | $51,197-26.6% | $82,719-54.6% | $66,914-43.9% |
| Participation rate | 66.8% | 67.8%-1.0pp | 72.6%-5.7pp | 69.8%-3.0pp |
| Annual return | -13.83% | -9.64%-4.2pp | 701.18%-715.0pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,172 | $2,611-55.1% | $3,009-61.1% | $2,544-53.9% |
| Participant deferral / active EE | $3,082 | $3,458-10.9% | $4,395-29.9% | $4,237-27.3% |
| Admin fee / account holder | $192 | $416-53.8% | $5,329-96.4% | $593-67.6% |