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 7-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 | $62,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,575 |
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 | $74,038 | $40,174+84.3% | $84,015-11.9% | $67,579+9.6% |
| Participation rate | 93.5% | 62.7%+30.8pp | 69.0%+24.5pp | 71.3%+22.2pp |
| Annual return | 22.86% | 25.82%-3.0pp | 71.31%-48.4pp | 378.56%-355.7pp |
| Employer contribution / active EE | $699 | $808-13.5% | $1,983-64.8% | $2,148-67.5% |
| Participant deferral / active EE | $5,758 | $2,301+150.2% | $3,239+77.8% | $3,539+62.7% |
| Admin fee / account holder | $15 | $128-88.7% | $6,101-99.8% | $142-89.8% |