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 15 · EIN 71-0294708 | Recordkeeping | $106,960 |
APTUS FINANCIAL LLC3 years Service code 99 · EIN 45-5430473 | Other Fees | $37,300 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $6,167 |
ERISA SERVICES, INC.1 year Service code 49 12748 KINGSTON PIKE · KNOXVILLE, TN 37933 | Other Services | $5,840 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,764 | $47,126+3.5% | $149,673-67.4% | $74,419-34.5% |
| Participation rate | 86.2% | 63.4%+22.8pp | 78.8%+7.5pp | 70.7%+15.5pp |
| Annual return | 11.54% | 22.75%-11.2pp | 134.42%-122.9pp | 34.38%-22.8pp |
| Employer contribution / active EE | $1,388 | $1,905-27.2% | $4,818-71.2% | $2,637-47.4% |
| Participant deferral / active EE | $4,674 | $2,728+71.3% | $5,680-17.7% | $4,528+3.2% |
| Admin fee / account holder | $139 | $343-59.4% | $13,210-98.9% | $348-60.0% |