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 · EIN 65-1251135 1551 FORUM PLACE - SUITE 300A · WEST PALM BEACH, FL 33401 | Advisory (Plan) | $30,000 |
THE AIMPOINT GROUP1 year Service code 13 · EIN 46-1931817 P.O. BOX 220156 · HOLLYWOOD, FL 33022 | Contract Administrator | $9,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,382 | $40,522+9.5% | $84,611-47.5% | $67,579-34.3% |
| Participation rate | 9.2% | 51.1%-41.9pp | 68.2%-59.0pp | 71.3%-62.1pp |
| Annual return | 21.12% | 32.72%-11.6pp | 258.74%-237.6pp | 378.56%-357.4pp |
| Employer contribution / active EE | $79 | $1,146-93.1% | $2,652-97.0% | $2,148-96.3% |
| Participant deferral / active EE | $497 | $2,132-76.7% | $3,899-87.2% | $3,539-86.0% |
| Admin fee / account holder | $409 | $145+181.3% | $4,912-91.7% | $142+187.2% |