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 INC3 years Service code 27 · EIN 22-3526587 | Advisory (Plan) | $37,942 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,275 |
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 | $69,680 | $73,404-5.1% | $87,100-20.0% | $67,579+3.1% |
| Participation rate | 71.5% | 80.9%-9.3pp | 76.9%-5.3pp | 71.3%+0.2pp |
| Annual return | 19.86% | 48.29%-28.4pp | 28.19%-8.3pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,170 | $2,014-41.9% | $2,521-53.6% | $2,148-45.5% |
| Participant deferral / active EE | $6,952 | $3,913+77.7% | $4,049+71.7% | $3,539+96.4% |
| Admin fee / account holder | $141 | $142-0.7% | $7,497-98.1% | $142-1.2% |