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 15 5503 W WATERS AVE, STE 500 · TAMPA, FL 33634 | Recordkeeping | $60,229 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $37,544 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,165 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $3,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,971 | $38,833-66.6% | $78,778-83.5% | $77,958-83.4% |
| Participation rate | 10.2% | 60.9%-50.8pp | 69.2%-59.0pp | 71.6%-61.5pp |
| Annual return | 26.45% | 20.31%+6.1pp | 35.62%-9.2pp | 20.87%+5.6pp |
| Employer contribution / active EE | $285 | $840-66.1% | $1,986-85.7% | $2,310-87.7% |
| Participant deferral / active EE | $2,115 | $1,776+19.1% | $2,958-28.5% | $3,537-40.2% |
| Admin fee / account holder | $68 | $89-23.1% | $5,134-98.7% | $97-29.7% |