See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
APPLE GROWTH PARTNERS1 year Service code 10 · EIN 34-1082617 | Accounting | $12,950 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,880 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,647 |
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 | $153,507 | $72,492+111.8% | $87,100+76.2% | $72,985+110.3% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 26.27% | 24.46%+1.8pp | 28.19%-1.9pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,853 | $1,894+50.7% | $2,521+13.2% | $2,440+16.9% |
| Participant deferral / active EE | $7,270 | $3,270+122.4% | $4,049+79.6% | $3,607+101.5% |
| Admin fee / account holder | $91 | $5,055-98.2% | $7,497-98.8% | $5,124-98.2% |