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 FINANCIAL9+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 27 · EIN 13-2624428 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $37,633 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,250 | $52,208-22.9% | $86,612-53.5% | $74,419-45.9% |
| Participation rate | 65.8% | 66.3%-0.5pp | 71.7%-5.9pp | 70.7%-4.9pp |
| Annual return | 13.75% | 44.46%-30.7pp | 591.07%-577.3pp | 34.38%-20.6pp |
| Employer contribution / active EE | $1,151 | $2,282-49.5% | $3,022-61.9% | $2,637-56.3% |
| Participant deferral / active EE | $2,956 | $3,383-12.6% | $4,438-33.4% | $4,528-34.7% |
| Admin fee / account holder | $150 | $319-52.9% | $5,614-97.3% | $348-56.8% |