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 PARTNERS2 years Service code 34 · EIN 81-4504770 | Valuation (appraisals, etc.) | $12,327 |
EISNERAMPER LLP5+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,661 | $63,861-73.9% | $104,607-84.1% | $79,858-79.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | -0.73% | 21.30%-22.0pp | 340.46%-341.2pp | 31.71%-32.4pp |
| Employer contribution / active EE | $633 | $1,588-60.2% | $2,681-76.4% | $2,471-74.4% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $199 | $4,185-95.2% | $6,473-96.9% | $5,306-96.2% |