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 |
|---|---|---|
APOLLO WEALTH MANAGEMENT1 year Service code 27 · EIN 13-0548078 | Advisory (Plan) | $64,000 |
USI CONSULTING GROUP2+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $55,800 |
J. SCHAEFER & COMPANY LLC2+ years Filed as: SCHAEFER SCIARRINO & SCHULENBERY Service code 10 5530 SHERIDON DR. SUITE 3 · WILLIAMSVILLE, NY 14221 | Accounting | $5,200 |
LIPSITZ GREEN SCIME & CAMBRIA2+ years Filed as: LIPSITZ, GREEN, SCIME, CAMBRIA Service code 27 42 DELAWARE AVE #120 · BUFFULO, NY 14202 | Advisory (Plan) | $4,687 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,238 | $39,859+71.2% | $78,689-13.3% | $57,658+18.3% |
| Participation rate | 96.7% | 66.1%+30.6pp | 73.6%+23.1pp | 70.2%+26.5pp |
| Annual return | 3.14% | 18.96%-15.8pp | 62.18%-59.0pp | 5.13%-2.0pp |
| Employer contribution / active EE | $4,900 | $1,786+174.4% | $2,851+71.9% | $1,974+148.3% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $247 | $76+224.8% | $4,510-94.5% | $95+161.8% |