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 LLP9 years Filed as: HA&W WEALTH MANAGEMENT LLC Service code 15 · EIN 58-2484343 | Recordkeeping | $27,103 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,021 |
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 | $45,273 | $54,193-16.5% | $93,606-51.6% | $77,643-41.7% |
| Participation rate | 55.4% | 63.9%-8.5pp | 68.7%-13.3pp | 70.6%-15.1pp |
| Annual return | 13.92% | 30.54%-16.6pp | 133.20%-119.3pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,964 | $1,168+68.1% | $2,420-18.8% | $2,726-28.0% |
| Participant deferral / active EE | $3,984 | $3,144+26.7% | $4,411-9.7% | $4,647-14.3% |
| Admin fee / account holder | $141 | $576-75.6% | $8,285-98.3% | $430-67.3% |