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 |
|---|---|---|
APRIO LLP1 year Filed as: APRIO WEALTH MANAGEMENT Service code 27 · EIN 58-2484343 | Advisory (Plan) | $13,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,521 | $132,049+40.5% | $200,582-7.5% | $74,304+149.7% |
| Participation rate | 87.8% | 84.1%+3.7pp | 86.9%+0.9pp | 60.3%+27.4pp |
| Annual return | 21.96% | 22.22%-0.3pp | 42.33%-20.4pp | 29.43%-7.5pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $16,688 | $7,213+131.4% | $9,331+78.8% | $3,767+343.0% |
| Admin fee / account holder | $67 | $2,405-97.2% | $16,305-99.6% | $2,969-97.7% |