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.3 years Filed as: PRIDA GUIDA AND PEREZ PA Service code 10 · EIN 22-2000222 1106 N FRANKLIN ST · TAMPA, FL 33602 | Accounting | $27,000 |
THOMAS SCHENCK2 years Service code 10 · EIN 33-3000333 5550 W. EXECUTIVE DRIVE, SUITE 240 · TAMPA, NY 33609 | Accounting | $17,945 |
LPL FINANCIAL5 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 | $63,427 | $46,219+37.2% | $89,391-29.0% | $90,288-29.8% |
| Participation rate | 39.0% | 44.9%-5.9pp | 68.0%-29.0pp | 73.4%-34.3pp |
| Annual return | 15.10% | 25.71%-10.6pp | 245.62%-230.5pp | 53.97%-38.9pp |
| Employer contribution / active EE | $1,160 | $953+21.7% | $2,586-55.2% | $2,524-54.1% |
| Participant deferral / active EE | $2,198 | $2,136+2.9% | $3,890-43.5% | $4,232-48.1% |
| Admin fee / account holder | $87 | $147-40.8% | $4,881-98.2% | $114-23.8% |