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 7-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 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $57,372 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $34,389 |
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 | $50,895 | $62,543-18.6% | $83,333-38.9% | $55,725-8.7% |
| Participation rate | 97.4% | 78.4%+19.0pp | 77.8%+19.6pp | 70.9%+26.5pp |
| Annual return | -6.09% | 14.85%-20.9pp | 10.63%-16.7pp | 244.93%-251.0pp |
| Employer contribution / active EE | $3,934 | $2,427+62.1% | $3,379+16.4% | $2,078+89.3% |
| Participant deferral / active EE | $8,530 | $5,682+50.1% | $5,565+53.3% | $3,356+154.2% |
| Admin fee / account holder | $174 | $103+68.8% | $7,510-97.7% | $115+51.2% |