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 INC5 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $27,636 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $19,233 |
BAKER TILLY US, LLP7+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $5,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,575 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,395 | $81,908-27.5% | $90,749-34.6% | $64,808-8.4% |
| Participation rate | 57.6% | 80.5%-22.9pp | 75.7%-18.1pp | 71.5%-13.9pp |
| Annual return | -4.61% | -12.53%+7.9pp | -12.16%+7.6pp | 32.82%-37.4pp |
| Employer contribution / active EE | $683 | $3,065-77.7% | $2,921-76.6% | $2,506-72.7% |
| Participant deferral / active EE | $2,386 | $4,840-50.7% | $4,564-47.7% | $4,310-44.6% |
| Admin fee / account holder | $132 | $157-16.0% | $8,445-98.4% | $188-29.7% |