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 | $55,585 |
CULLARI CARRICO LLC2 years Service code 10 · EIN 27-0623664 | Accounting | $6,180 |
Service code 37 · EIN 04-2647786 | Loan Processing | $963 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,097 | $86,286+56.6% | $111,297+21.4% | $85,850+57.4% |
| Participation rate | 95.6% | 73.3%+22.3pp | 77.3%+18.3pp | 69.3%+26.3pp |
| Annual return | 12.32% | 19.99%-7.7pp | 54.65%-42.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,990 | $3,641+64.5% | $4,487+33.5% | $3,952+51.6% |
| Admin fee / account holder | $66 | $8,188-99.2% | $7,964-99.2% | $6,260-98.9% |