See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP5 years Filed as: APRIO WEALTH MANAGEMENT Service code 26 · EIN 58-2484343 5 CONCOURSE PARKWAY · ATLANTA, GA 30328 | Advisory (Participants) | $17,439 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $824 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,194 | $59,584-32.5% | $86,874-53.7% | $79,386-49.4% |
| Participation rate | 54.2% | 67.7%-13.5pp | 71.6%-17.4pp | 70.7%-16.5pp |
| Annual return | 17.30% | 23.15%-5.9pp | 63.52%-46.2pp | 116.85%-99.6pp |
| Employer contribution / active EE | $650 | $1,768-63.3% | $2,495-74.0% | $2,427-73.2% |
| Participant deferral / active EE | $2,586 | $3,036-14.8% | $3,699-30.1% | $4,046-36.1% |
| Admin fee / account holder | $344 | $604-43.1% | $5,828-94.1% | $626-45.1% |