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 LLC4 years Service code 99 · EIN 45-5430473 | Other Fees | $12,000 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $3,915 |
ERISA SERVICES, INC.1 year Service code 49 PO BOX 24628 · KNOXVILLE, TN 37933 | Other Services | $1,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,811 | $50,815+19.7% | $155,509-60.9% | $77,643-21.7% |
| Participation rate | 61.4% | 63.1%-1.7pp | 78.2%-16.8pp | 70.6%-9.2pp |
| Annual return | 14.98% | 34.80%-19.8pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $157 | $437-64.1% | $15,912-99.0% | $430-63.6% |