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) | $68,884 |
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $62,740 |
TRONCONI SEGARRA & ASSOCIATES11+ years Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $17,755 |
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 | $77,309 | $95,880-19.4% | $107,525-28.1% | $85,563-9.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 17.12% | 68.06%-50.9pp | 181.32%-164.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $3,317 | $3,812-13.0% | $3,754-11.6% | $2,654+25.0% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $368 | $1,025-64.1% | $8,919-95.9% | $834-55.9% |