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 INC6 years Service code 27 · EIN 22-3526587 | Advisory (Plan) | $37,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,600 |
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 | $71,087 | $72,254-1.6% | $86,677-18.0% | $64,808+9.7% |
| Participation rate | 77.7% | 80.4%-2.7pp | 76.6%+1.2pp | 71.5%+6.3pp |
| Annual return | -15.90% | 392.42%-408.3pp | 35.91%-51.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,221 | $2,393-49.0% | $2,836-56.9% | $2,506-51.3% |
| Participant deferral / active EE | $6,933 | $4,658+48.8% | $4,656+48.9% | $4,310+60.8% |
| Admin fee / account holder | $118 | $174-32.1% | $7,493-98.4% | $188-37.2% |