Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
APTUS FINANCIAL LLC2 years Filed as: APTUS FINANCIAL Service code 27 · EIN 45-5430473 | Advisory (Plan) | $9,590 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,445 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,408 | $105,210-49.2% | $159,487-66.5% | $85,851-37.8% |
| Participation rate | 75.5% | 75.8%-0.3pp | 82.8%-7.3pp | 69.3%+6.2pp |
| Annual return | 14.26% | 45.08%-30.8pp | 263.71%-249.4pp | 318.63%-304.4pp |
| Employer contribution / active EE | $2,292 | $3,319-31.0% | $4,831-52.6% | $2,565-10.7% |
| Participant deferral / active EE | $4,608 | $5,946-22.5% | $7,354-37.3% | $3,952+16.6% |
| Admin fee / account holder | $128 | $6,934-98.2% | $10,804-98.8% | $6,261-98.0% |