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 LLP4 years Filed as: APRIO WEALTH MANAGEMENT Service code 26 · EIN 58-2484343 5 CONCOURSE PARKWAY · ATLANTA, GA 30328 | Advisory (Participants) | $12,971 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,932 | $54,590-39.7% | $81,930-59.8% | $73,488-55.2% |
| Participation rate | 59.7% | 68.3%-8.6pp | 72.0%-12.2pp | 70.7%-10.9pp |
| Annual return | 18.64% | 17.74%+0.9pp | 29.49%-10.8pp | 28.51%-9.9pp |
| Employer contribution / active EE | $673 | $1,636-58.9% | $4,310-84.4% | $2,270-70.4% |
| Participant deferral / active EE | $2,590 | $2,759-6.1% | $7,107-63.6% | $3,740-30.7% |
| Admin fee / account holder | $280 | $592-52.6% | $5,158-94.6% | $513-45.4% |