See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ARBOR POINT ADVISORS LLC3 years Filed as: ARBOR POINT ADVISORS Service code 27 · EIN 46-1050183 | Advisory (Plan) | $42,883 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,357 |
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 | $57,764 | $50,815+13.7% | $155,509-62.9% | $77,643-25.6% |
| Participation rate | 56.5% | 63.1%-6.7pp | 78.2%-21.7pp | 70.6%-14.1pp |
| Annual return | 14.30% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,554 | $1,993-22.0% | $4,672-66.7% | $2,726-43.0% |
| Participant deferral / active EE | $3,737 | $2,822+32.4% | $5,626-33.6% | $4,647-19.6% |
| Admin fee / account holder | $271 | $437-38.0% | $15,912-98.3% | $430-37.1% |