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 |
|---|---|---|
APA BENEFITS, INC.1+ years Service code 13 · EIN 82-0341397 8899 S. 700 E., STE. 225 · SANDY, UT 84070 | Contract Administrator | $16,170 |
LPL FINANCIAL1+ years Service code 53 · EIN 95-2834236 9785 TOWNE CENTRE DR. · SAN DIEGO, CA 92121 | Insurance Commissions | $10,564 |
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 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 | $12,988 | $31,109-58.2% | $67,711-80.8% | $52,331-75.2% |
| Participation rate | 43.4% | 54.0%-10.5pp | 67.5%-24.1pp | 68.1%-24.7pp |
| Annual return | -7.92% | 23.70%-31.6pp | 25.41%-33.3pp | 4.54%-12.5pp |
| Employer contribution / active EE | $981 | $1,076-8.8% | $2,559-61.6% | $1,882-47.8% |
| Participant deferral / active EE | $2,024 | $1,970+2.7% | $3,585-43.5% | $3,022-33.0% |
| Admin fee / account holder | $154 | $466-66.9% | $4,255-96.4% | $592-73.9% |