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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $57,233 |
Filed as: APPOLLO WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-5581996 | Advisory (Plan) | $53,048 |
TRONCONI SEGARRA & ASSOCIATES9+ years Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $14,900 |
PDC NO. 4 HEALTH & WELFARE TRUST9+ years Service code 14 · EIN 16-6070541 | Plan Administrator | $13,779 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,407 | $92,971-38.3% | $96,683-40.6% | $74,419-22.9% |
| Participation rate | 86.6% | 71.5%+15.0pp | 74.3%+12.2pp | 70.7%+15.8pp |
| Annual return | 19.85% | 37.49%-17.6pp | 35.69%-15.8pp | 34.38%-14.5pp |
| Employer contribution / active EE | $2,977 | $3,426-13.1% | $3,737-20.3% | $2,637+12.9% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $324 | $633-48.8% | $6,730-95.2% | $348-6.8% |