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.5 years Filed as: PRIDA GUIDA AND PEREZ PA Service code 10 · EIN 22-2000222 1106 N FRANKLIN ST · TAMPA, NY 33609 | Accounting | $27,000 |
POINT 406 VENTURES IV, L.P.6 years Filed as: POINT GUARD ADVISORS NETWORK LLC Service code 99 · EIN 66-6000666 108 BUCHMANS CLOSE CIRCLE · FAYETTEVILLE, NY 13066 | Other Fees | $25,440 |
THOMAS SCHENCK4 years Service code 10 · EIN 33-3000333 550 W. EXECUTIVE DRIVE, SUITE 240 · TAMPA, FL 33609 | Accounting | $22,015 |
LPL FINANCIAL7 years Filed as: LION STREET FINANCIAL, LLC Service code 99 · EIN 80-0946231 515 CONGRESS AVE., SUITE 2500 · AUSTIN, TX 78701 | Other Fees | $0 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION DEPT Service code 49 · EIN 22-2000222 105 MAXESS RD · MELVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,973 | $37,317+39.3% | $77,024-32.5% | $77,904-33.3% |
| Participation rate | 33.2% | 46.9%-13.7pp | 67.9%-34.7pp | 73.7%-40.5pp |
| Annual return | -15.20% | -5.88%-9.3pp | 42.32%-57.5pp | 12.21%-27.4pp |
| Employer contribution / active EE | $1,054 | $1,218-13.4% | $2,812-62.5% | $2,848-63.0% |
| Participant deferral / active EE | $2,487 | $2,564-3.0% | $4,426-43.8% | $4,806-48.3% |
| Admin fee / account holder | $8 | $126-93.7% | $5,425-99.9% | $133-94.0% |