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 |
|---|---|---|
APRIO LLP8 years Filed as: HA&W WEALTH MANAGEMENT LLC Service code 15 · EIN 58-2484343 | Recordkeeping | $20,993 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,814 | $53,165-30.8% | $86,188-57.3% | $74,419-50.5% |
| Participation rate | 51.8% | 64.9%-13.0pp | 69.0%-17.1pp | 70.7%-18.9pp |
| Annual return | 19.14% | 22.64%-3.5pp | 1168.45%-1149.3pp | 34.38%-15.2pp |
| Employer contribution / active EE | $1,703 | $1,210+40.7% | $2,380-28.5% | $2,637-35.4% |
| Participant deferral / active EE | $3,334 | $3,234+3.1% | $3,985-16.3% | $4,528-26.4% |
| Admin fee / account holder | $110 | $551-80.0% | $6,852-98.4% | $348-68.3% |