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 2100 LAKE EUSTIS DR · TAVARES, FL 327782064 | Advisory (Plan) | $33,228 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $6,338 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,589 | $98,750-18.4% | $149,696-46.2% | $79,858+0.9% |
| Participation rate | 93.8% | 75.8%+18.1pp | 82.5%+11.4pp | 69.6%+24.2pp |
| Annual return | 24.13% | 27.43%-3.3pp | 276.60%-252.5pp | 31.71%-7.6pp |
| Employer contribution / active EE | $1,607 | $3,216-50.1% | $4,644-65.4% | $2,471-35.0% |
| Participant deferral / active EE | $7,767 | $5,680+36.7% | $6,842+13.5% | $3,740+107.7% |
| Admin fee / account holder | $396 | $6,053-93.5% | $9,309-95.7% | $5,306-92.5% |