Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,398 | $59,111+81.7% | $86,451+24.2% | $68,490+56.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.47% | -0.22%-17.2pp | 4398.51%-4416.0pp | -7.85%-9.6pp |
| Employer contribution / active EE | $8,114 | $2,519+222.1% | $3,770+115.2% | $2,597+212.5% |
| Participant deferral / active EE | $19,739 | $5,900+234.5% | $6,953+183.9% | $4,028+390.1% |
| Admin fee / account holder | $16 | $5,640-99.7% | $6,734-99.8% | $5,403-99.7% |