See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
APW CAPITAL INC4 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $44,350 |
SOBEL AND CO LLC CPA1 year Filed as: SOBEL AND CO. LLC CPA Service code 10 293 EISENHOWER PKWY STE 290 · LIVINGSTON, NJ 07029 | Accounting | $17,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,818 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,351 | $104,475-26.9% | $159,436-52.1% | $79,386-3.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 17.88% | 67.95%-50.1pp | 263.57%-245.7pp | 116.85%-99.0pp |
| Employer contribution / active EE | $14 | $3,417-99.6% | $4,829-99.7% | $2,427-99.4% |
| Participant deferral / active EE | $13,279 | $6,467+105.3% | $7,352+80.6% | $4,046+228.2% |
| Admin fee / account holder | $160 | $711-77.5% | $10,799-98.5% | $626-74.4% |