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 LLP3 years Filed as: APRIO WEALTH MANAGEMENT, LLC Service code 99 · EIN 58-2484343 | Other Fees | $20,672 |
DANZIGER & MARKHOFF LLP3 years Filed as: DANZIGER AND MARKHOFF, LLP Service code 49 1133 WESTCHESTER AVENUE · WEST HARRISON, NY 10604 | Other Services | $6,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,509 | $105,126+32.7% | $94,646+47.4% | $139,434+0.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.49% | 38.03%-19.5pp | 156.71%-138.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $8,758 | $4,106+113.3% | $3,672+138.5% | $4,751+84.3% |
| Participant deferral / active EE | $17,370 | $7,599+128.6% | $7,418+134.2% | $6,710+158.9% |
| Admin fee / account holder | $7 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |