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 LLP8 years Filed as: APRIO WEALTH MANAGEMENT Service code 51 2002 SUMMIT BLVD · ATLANTA, GA 30328 | Investment Mgmt Fees | $20,740 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $15,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,346 | $62,127-28.6% | $81,382-45.5% | $74,495-40.5% |
| Participation rate | 60.1% | 64.0%-3.9pp | 69.5%-9.4pp | 67.2%-7.1pp |
| Annual return | 11.35% | 16.48%-5.1pp | 24.73%-13.4pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $752 | $1,882-60.0% | $2,463-69.5% | $2,623-71.3% |
| Participant deferral / active EE | $3,082 | $3,229-4.6% | $3,883-20.6% | $4,346-29.1% |
| Admin fee / account holder | $260 | $1,934-86.6% | $5,768-95.5% | $1,942-86.6% |