Filed January 16, 2024
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 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $42,033 |
BAKER TILLY US, LLP5+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $9,150 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,245 | $85,135-24.5% | $98,907-35.0% | $73,409-12.5% |
| Participation rate | 65.9% | 81.1%-15.2pp | 76.0%-10.1pp | 72.2%-6.3pp |
| Annual return | 6.73% | 19.14%-12.4pp | 196.43%-189.7pp | 59.29%-52.6pp |
| Employer contribution / active EE | $342 | $2,721-87.4% | $2,689-87.3% | $2,234-84.7% |
| Participant deferral / active EE | $2,520 | $4,349-42.1% | $4,244-40.6% | $3,805-33.8% |
| Admin fee / account holder | $50 | $139-63.9% | $6,642-99.2% | $158-68.2% |