Filed October 10, 2025
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 FINANCIAL2+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 99 · EIN 11-3018002 | Other Fees | $7,185 |
Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,474 | $39,859-8.5% | $78,689-53.6% | $57,658-36.7% |
| Participation rate | 66.3% | 66.1%+0.2pp | 73.6%-7.3pp | 70.2%-3.9pp |
| Annual return | 5.34% | 18.96%-13.6pp | 62.18%-56.8pp | 5.13%+0.2pp |
| Employer contribution / active EE | $1,118 | $1,786-37.4% | $2,851-60.8% | $1,974-43.3% |
| Participant deferral / active EE | $1,777 | $2,248-20.9% | $3,517-49.5% | $3,061-41.9% |
| Admin fee / account holder | $31 | $76-58.8% | $4,510-99.3% | $95-66.8% |