Filed February 17, 2022
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 10-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 |
|---|---|---|
APEIRON RIA LLC1 year Service code 26 · EIN 85-1592194 | Advisory (Participants) | $15,973 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,868 | $72,607-13.4% | $90,749-30.7% | $66,914-6.0% |
| Participation rate | 60.5% | 73.7%-13.2pp | 75.7%-15.2pp | 69.8%-9.3pp |
| Annual return | -18.94% | -12.28%-6.7pp | -12.16%-6.8pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,432 | $2,369-39.5% | $2,921-51.0% | $2,544-43.7% |
| Participant deferral / active EE | $4,090 | $3,977+2.8% | $4,564-10.4% | $4,237-3.5% |
| Admin fee / account holder | $181 | $707-74.4% | $8,445-97.9% | $593-69.5% |