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: APPOLLO WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-5581996 | Advisory (Plan) | $61,712 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $58,899 |
TRONCONI SEGARRA & ASSOCIATES10+ years Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $17,050 |
PDC NO. 4 HEALTH & WELFARE TRUST10+ years Service code 14 · EIN 16-6070541 | Plan Administrator | $7,200 |
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 | $65,565 | $82,917-20.9% | $103,333-36.5% | $77,643-15.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.49% | 19.13%-3.6pp | 24.88%-9.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $3,213 | $3,552-9.5% | $3,868-16.9% | $2,726+17.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $342 | $638-46.3% | $8,355-95.9% | $430-20.4% |