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 7-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 |
|---|---|---|
APRIO LLP1 year Filed as: APRIO WEALTH MANAGEMENT Service code 26 · EIN 58-2484343 | Advisory (Participants) | $6,037 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,906 | $54,558-83.7% | $76,002-88.3% | $74,546-88.1% |
| Participation rate | 53.7% | 60.3%-6.6pp | 69.1%-15.4pp | 67.2%-13.5pp |
| Annual return | 12.81% | 31.83%-19.0pp | 360.07%-347.3pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $461 | $1,778-74.1% | $2,688-82.8% | $2,624-82.4% |
| Participant deferral / active EE | $842 | $3,065-72.5% | $4,257-80.2% | $4,347-80.6% |
| Admin fee / account holder | $195 | $2,232-91.3% | $6,414-97.0% | $1,944-90.0% |