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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $151,607 |
APTUS FINANCIAL LLC1 year Filed as: APTUS FINANCIAL Service code 99 · EIN 45-5430473 | Other Fees | $30,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,893 | $46,292+12.1% | $143,757-63.9% | $64,808-19.9% |
| Participation rate | 89.9% | 64.2%+25.7pp | 80.3%+9.6pp | 71.5%+18.4pp |
| Annual return | -12.74% | -10.05%-2.7pp | -0.04%-12.7pp | 32.82%-45.6pp |
| Employer contribution / active EE | $1,378 | $1,910-27.8% | $4,951-72.2% | $2,506-45.0% |
| Participant deferral / active EE | $5,106 | $2,646+93.0% | $5,637-9.4% | $4,310+18.5% |
| Admin fee / account holder | $160 | $154+4.0% | $14,673-98.9% | $188-14.8% |