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 |
|---|---|---|
PRIDA, GUIDA & PEREZ, P.A.2 years Filed as: PRIDA GUIDA AND PEREZ PA Service code 10 · EIN 22-2000222 1106 N FRANKLIN ST · TAMPA, FL 33602 | Accounting | $27,000 |
THE PENSION DEPARTMENT1 year Service code 99 · EIN 11-2728120 105 MAXESS RD · MELVILLE, NY 11747 | Other Fees | $22,655 |
THOMAS SCHENCK1 year Service code 10 · EIN 33-3000333 5550 W. EXECUTIVE DRIVE, SUITE 240 · TAMPA, FL 33609 | Accounting | $17,945 |
POINTGUARD1 year Service code 99 · EIN 44-4000444 108 BUCHMANS CLOSE CIRCLE · FAYETTEVILLE, NY 13066 | Other Fees | $5,700 |
LPL FINANCIAL4 years Filed as: LION STREET FINANCIAL, LLC Service code 99 · EIN 80-0946231 515 CONGRESS AVE., SUITE 2500 · AUSTIN, TX 78701 | Other Fees | $0 |
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 | $55,453 | $40,522+36.8% | $84,611-34.5% | $67,579-17.9% |
| Participation rate | 54.9% | 51.1%+3.8pp | 68.2%-13.4pp | 71.3%-16.4pp |
| Annual return | 29.01% | 32.72%-3.7pp | 258.74%-229.7pp | 378.56%-349.6pp |
| Employer contribution / active EE | $1,319 | $1,146+15.0% | $2,652-50.3% | $2,148-38.6% |
| Participant deferral / active EE | $2,960 | $2,132+38.8% | $3,899-24.1% | $3,539-16.4% |
| Admin fee / account holder | $27 | $145-81.7% | $4,912-99.5% | $142-81.3% |