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 | $47,480 |
CULLARI CARRICO LLC1 year Service code 10 · EIN 27-0623664 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,263 |
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 | $149,482 | $78,422+90.6% | $95,952+55.8% | $79,858+87.2% |
| Participation rate | 90.0% | 73.5%+16.5pp | 77.1%+12.9pp | 69.6%+20.4pp |
| Annual return | 11.96% | 19.37%-7.4pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,133 | $1,945-41.7% | $2,541-55.4% | $2,471-54.1% |
| Participant deferral / active EE | $6,283 | $3,440+82.7% | $4,167+50.8% | $3,740+68.0% |
| Admin fee / account holder | $135 | $5,622-97.6% | $6,795-98.0% | $5,306-97.4% |