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 PARTNERS4 years Service code 10 · EIN 81-4504770 | Accounting | $14,500 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,055 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,321 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,645 | $71,883+138.8% | $86,677+98.0% | $68,494+150.6% |
| Participation rate | 95.6% | 72.2%+23.3pp | 76.6%+19.0pp | 67.9%+27.7pp |
| Annual return | -19.15% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,704 | $2,173+24.5% | $2,836-4.7% | $2,596+4.2% |
| Participant deferral / active EE | $7,990 | $3,779+111.4% | $4,656+71.6% | $4,027+98.4% |
| Admin fee / account holder | $162 | $6,112-97.3% | $7,493-97.8% | $5,403-97.0% |