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 LLP3 years Filed as: APRIO WEALTH MANAGEMENT Service code 26 · EIN 58-2484343 5 CONCOURSE PARKWAY · ATLANTA, GA 30328 | Advisory (Participants) | $12,365 |
ROSS LANE & COMPANY, LLC1 year Filed as: ROSS LANE & COMPANY Service code 10 · EIN 58-1686745 | Accounting | $9,500 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,804 | $50,666-51.0% | $76,817-67.7% | $65,185-61.9% |
| Participation rate | 60.2% | 68.8%-8.6pp | 72.1%-11.8pp | 70.2%-10.0pp |
| Annual return | 22.33% | 28.51%-6.2pp | 1166.11%-1143.8pp | 29.38%-7.1pp |
| Employer contribution / active EE | $571 | $1,575-63.8% | $2,302-75.2% | $2,177-73.8% |
| Participant deferral / active EE | $2,260 | $2,647-14.6% | $3,336-32.3% | $3,514-35.7% |
| Admin fee / account holder | $325 | $463-29.8% | $6,420-94.9% | $847-61.7% |