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 INC3+ years Service code 55 · EIN 22-3526587 | Other Commissions | $60,020 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11 |
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 | $82,646 | $54,573+51.4% | $90,951-9.1% | $73,488+12.5% |
| Participation rate | 95.2% | 61.2%+34.0pp | 69.0%+26.2pp | 70.7%+24.5pp |
| Annual return | 13.95% | 16.69%-2.7pp | 134.60%-120.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $673 | $991-32.1% | $2,122-68.3% | $2,270-70.3% |
| Participant deferral / active EE | $5,555 | $2,517+120.7% | $3,373+64.7% | $3,740+48.6% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |