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 6-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 27 4800 DEER LAKE DR E FL1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $21,437 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $12,500 |
PASI, LLC2+ years Service code 13 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Contract Administrator | $9,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,130 | $39,948-27.1% | $89,391-67.4% | $73,409-60.3% |
| Participation rate | 62.8% | 50.4%+12.4pp | 68.0%-5.2pp | 72.2%-9.4pp |
| Annual return | 13.56% | 50.12%-36.6pp | 245.62%-232.1pp | 59.29%-45.7pp |
| Employer contribution / active EE | $531 | $1,200-55.7% | $2,586-79.5% | $2,234-76.2% |
| Participant deferral / active EE | $2,310 | $2,193+5.3% | $3,890-40.6% | $3,805-39.3% |
| Admin fee / account holder | $175 | $134+30.7% | $4,881-96.4% | $158+11.1% |