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 |
|---|---|---|
APPLE GROWTH PARTNERS1 year Service code 34 · EIN 81-4504770 | Valuation (appraisals, etc.) | $12,000 |
EISNERAMPER LLP4+ years Filed as: EISER AMPER Service code 10 · EIN 13-1639826 | Accounting | $10,400 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,392 | $58,523-72.0% | $99,443-83.5% | $72,985-77.5% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 7.43% | 28.51%-21.1pp | 30.72%-23.3pp | 81.00%-73.6pp |
| Employer contribution / active EE | $385 | $1,512-74.6% | $2,540-84.9% | $2,440-84.2% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,607-100.0% |
| Admin fee / account holder | $188 | $4,102-95.4% | $6,250-97.0% | $5,124-96.3% |