Filed February 13, 2025 (most recent of 2 filings on file)
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 Service code 99 · EIN 45-5430473 | Other Fees | $13,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,863 | $56,485-1.1% | $185,823-69.9% | $86,799-35.6% |
| Participation rate | 89.8% | 65.5%+24.4pp | 81.7%+8.1pp | 72.3%+17.6pp |
| Annual return | 27.97% | 118.04%-90.1pp | 122.05%-94.1pp | 97.91%-69.9pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $104 | $150-30.3% | $16,237-99.4% | $170-38.5% |