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 LLP6 years Filed as: APRIO WEALTH MANAGEMENT Service code 26 · EIN 58-2484343 5 CONCOURSE PARKWAY · ATLANTA, GA 30328 | Advisory (Participants) | $17,617 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,104 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,704 | $50,199-24.9% | $70,092-46.2% | $66,914-43.7% |
| Participation rate | 52.6% | 66.3%-13.7pp | 70.5%-17.9pp | 69.8%-17.2pp |
| Annual return | -11.92% | -13.85%+1.9pp | 190.73%-202.7pp | 1.58%-13.5pp |
| Employer contribution / active EE | $642 | $1,864-65.6% | $2,559-74.9% | $2,544-74.8% |
| Participant deferral / active EE | $2,720 | $3,112-12.6% | $3,849-29.3% | $4,237-35.8% |
| Admin fee / account holder | $307 | $600-48.8% | $6,267-95.1% | $593-48.3% |