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 | $39,100 |
ASCENSUS LLC2 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $19,238 |
ERISA SERVICES, INC.2 years Service code 49 12748 KINGSTON PIKE · KNOXVILLE, TN 37933 | Other Services | $5,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,861 | $53,136-8.0% | $155,509-68.6% | $199,593-75.5% |
| Participation rate | 89.2% | 64.1%+25.1pp | 78.2%+11.0pp | 72.0%+17.2pp |
| Annual return | 15.77% | 41.15%-25.4pp | 64.67%-48.9pp | 34.25%-18.5pp |
| Employer contribution / active EE | $1,438 | $1,851-22.3% | $4,672-69.2% | $3,034-52.6% |
| Participant deferral / active EE | $5,000 | $3,161+58.2% | $5,626-11.1% | $5,087-1.7% |
| Admin fee / account holder | $162 | $185-12.7% | $15,912-99.0% | $269-39.8% |