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 |
|---|---|---|
CHERRY BEKAERT LLP2 years Service code 99 · EIN 56-0574444 | Other Fees | $13,305 |
AMERICAN PORTFOLIOS FINANCIAL4+ years Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 99 · EIN 11-3018002 | Other Fees | $7,205 |
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 | $38,423 | $43,999-12.7% | $79,464-51.6% | $55,725-31.0% |
| Participation rate | 65.8% | 66.9%-1.1pp | 73.3%-7.5pp | 70.9%-5.0pp |
| Annual return | -0.35% | 1.81%-2.2pp | 718.14%-718.5pp | 244.93%-245.3pp |
| Employer contribution / active EE | $1,301 | $1,830-28.9% | $2,800-53.6% | $2,078-37.4% |
| Participant deferral / active EE | $2,127 | $2,538-16.2% | $3,704-42.6% | $3,356-36.6% |
| Admin fee / account holder | $31 | $118-73.8% | $5,113-99.4% | $115-73.3% |