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 |
|---|---|---|
THE LEGEND GROUP4+ years Service code 26 · EIN 13-2935555 4600 E PARK DRIVE - SUITE 300 · PALM BEACH GARDENS, FL 33410 | Advisory (Participants) | $19,180 |
SMS RETIREMENT3 years Service code 26 · EIN 31-1140818 4540 COOPER ROAD - SUITE 303 · CINCINNATI, OH 45242 | Advisory (Participants) | $17,873 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,596 | $58,083+4.3% | $80,019-24.3% | $56,287+7.7% |
| Participation rate | 77.8% | 73.6%+4.2pp | 75.8%+1.9pp | 69.9%+7.9pp |
| Annual return | -1.03% | 34.61%-35.6pp | 11.22%-12.3pp | -9.96%+8.9pp |
| Employer contribution / active EE | $252 | $1,932-86.9% | $2,468-89.8% | $2,111-88.1% |
| Participant deferral / active EE | $3,111 | $3,135-0.7% | $3,686-15.6% | $3,350-7.1% |
| Admin fee / account holder | $353 | $623-43.3% | $6,521-94.6% | $521-32.3% |