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 INC1 year Service code 55 · EIN 22-3526587 | Other Commissions | $44,469 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,513 |
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 | $122,986 | $72,492+69.7% | $87,100+41.2% | $72,985+68.5% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 24.84% | 24.46%+0.4pp | 28.19%-3.4pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,817 | $1,894+48.8% | $2,521+11.7% | $2,440+15.5% |
| Participant deferral / active EE | $6,262 | $3,270+91.5% | $4,049+54.7% | $3,607+73.6% |
| Admin fee / account holder | $14 | $5,055-99.7% | $7,497-99.8% | $5,124-99.7% |