Filed April 4, 2018
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 |
|---|---|---|
APTUS FINANCIAL LLC1 year Filed as: APTUS FINANCIAL Service code 27 · EIN 45-5430473 | Advisory (Plan) | $12,663 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,493 | $104,475-34.4% | $159,436-57.0% | $79,386-13.7% |
| Participation rate | 99.4% | 76.6%+22.8pp | 82.8%+16.6pp | 70.7%+28.7pp |
| Annual return | 25.57% | 67.95%-42.4pp | 263.57%-238.0pp | 116.85%-91.3pp |
| Employer contribution / active EE | $5,454 | $3,417+59.6% | $4,829+12.9% | $2,427+124.7% |
| Participant deferral / active EE | $8,255 | $6,467+27.6% | $7,352+12.3% | $4,046+104.1% |
| Admin fee / account holder | $71 | $711-90.0% | $10,799-99.3% | $626-88.6% |