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 INC4 years Service code 27 · EIN 22-3526587 | Advisory (Plan) | $29,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,082 | $79,519+5.7% | $95,952-12.4% | $73,409+14.5% |
| Participation rate | 79.3% | 81.2%-1.9pp | 77.1%+2.2pp | 72.2%+7.1pp |
| Annual return | 18.26% | 19.20%-0.9pp | 91.61%-73.4pp | 59.29%-41.0pp |
| Employer contribution / active EE | $1,082 | $2,048-47.1% | $2,541-57.4% | $2,234-51.5% |
| Participant deferral / active EE | $7,257 | $4,138+75.4% | $4,167+74.2% | $3,805+90.7% |
| Admin fee / account holder | $110 | $184-40.2% | $6,795-98.4% | $158-30.2% |