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 |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $28,158 |
APW CAPITAL INC7 years Service code 27 · EIN 22-3526587 | Advisory (Plan) | $8,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,075 |
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 | $75,472 | $99,078-23.8% | $96,544-21.8% | $74,419+1.4% |
| Participation rate | 79.3% | 80.7%-1.4pp | 76.0%+3.3pp | 70.7%+8.6pp |
| Annual return | 15.00% | 22.48%-7.5pp | 25.84%-10.8pp | 34.38%-19.4pp |
| Employer contribution / active EE | $985 | $2,570-61.7% | $2,965-66.8% | $2,637-62.6% |
| Participant deferral / active EE | $7,387 | $4,933+49.7% | $4,851+52.3% | $4,528+63.1% |
| Admin fee / account holder | $119 | $225-47.1% | $8,252-98.6% | $348-65.8% |