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 |
|---|---|---|
APW CAPITAL INC2 years Service code 27 · EIN 22-3526587 | Advisory (Plan) | $37,837 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,461 | $65,118+9.7% | $76,768-6.9% | $55,725+28.2% |
| Participation rate | 66.6% | 79.6%-13.0pp | 77.0%-10.4pp | 70.9%-4.3pp |
| Annual return | -2.25% | -1.27%-1.0pp | 2.43%-4.7pp | 244.93%-247.2pp |
| Employer contribution / active EE | $1,035 | $1,941-46.7% | $2,485-58.4% | $2,078-50.2% |
| Participant deferral / active EE | $6,134 | $3,688+66.3% | $3,852+59.3% | $3,356+82.8% |
| Admin fee / account holder | $137 | $116+18.6% | $6,675-97.9% | $115+19.3% |