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+ years Service code 99 · EIN 03-4160914 | Other Fees | $5,082 |
TEGRIT GROUP1+ years Service code 99 · EIN 31-1498244 | Other Fees | $5,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,252 | $56,629+107.1% | $77,999+50.3% | $55,167+112.5% |
| Participation rate | 62.2% | 73.3%-11.1pp | 75.5%-13.4pp | 69.0%-6.8pp |
| Annual return | 6.89% | 2866.98%-2860.1pp | 425.96%-419.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,950 | $2,777+78.2% | $3,497+41.5% | $3,054+62.1% |
| Admin fee / account holder | $6 | $467-98.7% | $5,480-99.9% | $504-98.8% |