See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $89,103 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,000 |
TREASURE COAST HOSPICE3 years Service code 14 · EIN 20-1683870 | Plan Administrator | $13,054 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS5 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2993075 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,556 | $46,292-55.6% | $143,757-85.7% | $64,808-68.3% |
| Participation rate | 91.3% | 64.2%+27.1pp | 80.3%+11.0pp | 71.5%+19.9pp |
| Annual return | -13.71% | -10.05%-3.7pp | -0.04%-13.7pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,158 | $1,910-39.4% | $4,951-76.6% | $2,506-53.8% |
| Participant deferral / active EE | $3,113 | $2,646+17.7% | $5,637-44.8% | $4,310-27.8% |
| Admin fee / account holder | $165 | $154+7.0% | $14,673-98.9% | $188-12.4% |