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 9-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 |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 27 · EIN 32-0016216 | Advisory (Plan) | $38,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $99,957-100.0% | $149,696-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.5%-82.5pp | 70.7%-70.7pp |
| Annual return | 21.91% | 53.87%-32.0pp | 276.60%-254.7pp | 28.51%-6.6pp |
| Employer contribution / active EE | $1,618 | $3,191-49.3% | $4,644-65.2% | $2,270-28.7% |
| Participant deferral / active EE | $7,722 | $6,073+27.2% | $6,842+12.9% | $3,740+106.5% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |