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 |
|---|---|---|
FLORIDA RETIREMENT CONSULTANTS3+ years Service code 13 5503 W WATERS AVE STE 500 · TAMPA, FL 33634 | Contract Administrator | $5,242 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,085 | $58,726-28.3% | $92,233-54.4% | $62,292-32.4% |
| Participation rate | 59.4% | 68.3%-8.9pp | 76.5%-17.0pp | 69.5%-10.1pp |
| Annual return | 15.03% | 43.62%-28.6pp | 176.28%-161.3pp | 28.90%-13.9pp |
| Employer contribution / active EE | $889 | $2,392-62.8% | $3,679-75.8% | $2,042-56.5% |
| Participant deferral / active EE | $2,540 | $2,766-8.2% | $3,897-34.8% | $3,169-19.8% |
| Admin fee / account holder | $52 | $556-90.7% | $5,194-99.0% | $479-89.2% |