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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $15,808 |
APPLE GROWTH PARTNERS6 years Service code 34 · EIN 81-4504770 | Consulting fees; Valuation (appraisal... | $14,500 |
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 | $26,135 | $61,774-57.7% | $97,226-73.1% | $80,856-67.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 5.02% | -557.90%+562.9pp | 75.13%-70.1pp | 35.59%-30.6pp |
| Employer contribution / active EE | $1,996 | $1,837+8.7% | $2,729-26.9% | $2,755-27.5% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $281 | $5,166-94.6% | $5,654-95.0% | $6,918-95.9% |