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 |
|---|---|---|
APW CAPITAL INC5 years Service code 27 · EIN 22-3526587 | Advisory (Plan) | $37,845 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,425 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,312 | $185,342-56.1% | $111,297-26.9% | $86,799-6.3% |
| Participation rate | 73.0% | 81.0%-8.0pp | 77.3%-4.3pp | 72.3%+0.7pp |
| Annual return | 12.26% | 500.80%-488.5pp | 54.65%-42.4pp | 97.91%-85.6pp |
| Employer contribution / active EE | $950 | $2,246-57.7% | $2,731-65.2% | $2,405-60.5% |
| Participant deferral / active EE | $6,014 | $4,458+34.9% | $4,487+34.0% | $4,131+45.6% |
| Admin fee / account holder | $119 | $255-53.4% | $7,964-98.5% | $170-29.7% |