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 LLP2 years Filed as: APRIO WEALTH MANAGEMENT Service code 26 · EIN 58-2484343 5 CONCOURSE PARKWAY · ATLANTA, GA 30328 | Advisory (Participants) | $10,596 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $826 |
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 | $20,087 | $43,504-53.8% | $68,793-70.8% | $56,287-64.3% |
| Participation rate | 53.7% | 67.8%-14.1pp | 72.2%-18.5pp | 69.9%-16.1pp |
| Annual return | -5.72% | -3.15%-2.6pp | -4.63%-1.1pp | -9.96%+4.2pp |
| Employer contribution / active EE | $564 | $1,525-63.0% | $2,625-78.5% | $2,111-73.3% |
| Participant deferral / active EE | $1,990 | $2,509-20.7% | $3,311-39.9% | $3,350-40.6% |
| Admin fee / account holder | $215 | $515-58.3% | $5,131-95.8% | $521-58.8% |