See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,649 |
Filed as: APOLLON WEALTH MGMT LLC Service code 16 · EIN 82-3706323 | Consulting | $11,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,639 | $64,707-20.2% | $112,228-54.0% | $68,494-24.6% |
| Participation rate | 54.3% | 67.2%-12.8pp | 75.1%-20.7pp | 67.9%-13.6pp |
| Annual return | -20.45% | -11.40%-9.0pp | 27.45%-47.9pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,973 | $2,746-28.1% | $3,635-45.7% | $2,596-24.0% |
| Participant deferral / active EE | $3,247 | $3,565-8.9% | $4,728-31.3% | $4,027-19.4% |
| Admin fee / account holder | $180 | $5,232-96.6% | $6,410-97.2% | $5,403-96.7% |