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 INC3 years Service code 55 · EIN 22-3526587 | Other Commissions | $29,493 |
COHNREZNICK LLP1 year Service code 16 · EIN 22-1478099 | Consulting | $7,471 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,228 |
MMA SECURITIES LLC1 year Service code 55 · EIN 22-3570392 | Other Commissions | $2,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,808 | $29,369+4.9% | $77,482-60.2% | $73,409-58.0% |
| Participation rate | 38.5% | 37.9%+0.5pp | 54.2%-15.7pp | 72.2%-33.7pp |
| Annual return | 13.47% | 358.15%-344.7pp | 54.79%-41.3pp | 59.29%-45.8pp |
| Employer contribution / active EE | $812 | $406+100.1% | $986-17.7% | $2,234-63.6% |
| Participant deferral / active EE | $3,454 | $941+267.1% | $1,861+85.6% | $3,805-9.2% |
| Admin fee / account holder | $21 | $123-82.6% | $2,858-99.3% | $158-86.5% |