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 LLP2 years Filed as: APRIO WEALTH MANAGEMENT, LLC Service code 99 · EIN 58-2484343 | Other Fees | $25,933 |
DANZIGER & MARKHOFF LLP2 years Filed as: DANZIGER AND MARKHOFF, LLP Service code 49 1133 WESTCHESTER AVENUE · WEST HARRISON, NY 10604 | Other Services | $6,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,398 | $59,107+81.7% | $86,436+24.3% | $68,494+56.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.47% | -0.23%-17.2pp | 4394.89%-4412.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $8,114 | $2,519+222.1% | $3,769+115.3% | $2,596+212.5% |
| Participant deferral / active EE | $19,739 | $5,901+234.5% | $6,952+183.9% | $4,027+390.1% |
| Admin fee / account holder | $16 | $5,637-99.7% | $6,731-99.8% | $5,403-99.7% |