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 INC2 years Service code 55 · EIN 22-3526587 | Other Commissions | $35,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,015 | $26,479-1.7% | $74,701-65.2% | $77,787-66.6% |
| Participation rate | 19.4% | 37.6%-18.2pp | 54.5%-35.0pp | 73.2%-53.8pp |
| Annual return | 25.56% | 38.31%-12.7pp | 752.92%-727.4pp | 32.57%-7.0pp |
| Employer contribution / active EE | $455 | $440+3.4% | $1,084-58.0% | $2,504-81.8% |
| Participant deferral / active EE | $1,104 | $1,074+2.8% | $1,964-43.8% | $3,967-72.2% |
| Admin fee / account holder | $8 | $119-93.0% | $3,333-99.8% | $100-91.7% |