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 27 4800 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Advisory (Plan) | $54,504 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,661 |
ASSOCIATED PENSION CONSULTANTS6+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Contract Administrator | $1,971 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,273 | $100,801+35.2% | $149,696-9.0% | $73,409+85.6% |
| Participation rate | 85.6% | 77.7%+7.9pp | 82.5%+3.1pp | 72.2%+13.4pp |
| Annual return | 27.46% | 265.34%-237.9pp | 276.60%-249.1pp | 59.29%-31.8pp |
| Employer contribution / active EE | $2,688 | $3,312-18.8% | $4,644-42.1% | $2,234+20.3% |
| Participant deferral / active EE | $9,361 | $6,404+46.2% | $6,842+36.8% | $3,805+146.0% |
| Admin fee / account holder | $62 | $181-65.6% | $9,309-99.3% | $158-60.6% |