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 MANAGEMENT2 years Service code 27 · EIN 13-0548078 | Advisory (Plan) | $64,000 |
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP Service code 50 · EIN 80-0688755 | Direct Payment | $62,451 |
EFPR GROUP, CPAS, PLLC1 year Service code 10 · EIN 47-4526160 280 KENNETH DRIVE SUITE 100 · ROCHESTER, NY 14623 | Accounting | $5,200 |
LIPSITZ GREEN SCIME & CAMBRIA3+ years Filed as: LIPSITZ, GREEN, SCIME, CAMBRIA Service code 27 42 DELAWARE AVE #120 · BUFFULO, NY 14202 | Advisory (Plan) | $1,822 |
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 | $83,333 | $46,100+80.8% | $86,590-3.8% | $69,631+19.7% |
| Participation rate | 86.6% | 67.2%+19.4pp | 73.5%+13.0pp | 70.7%+15.9pp |
| Annual return | 11.24% | 21.02%-9.8pp | 964.84%-953.6pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $4,904 | $1,850+165.1% | $2,839+72.7% | $2,032+141.3% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $275 | $94+193.3% | $4,906-94.4% | $110+149.2% |