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 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $73,325 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,229 | $69,362+96.4% | $101,248+34.5% | $73,488+85.4% |
| Participation rate | 96.6% | 68.4%+28.3pp | 75.8%+20.8pp | 70.7%+26.0pp |
| Annual return | 12.50% | 18.46%-6.0pp | 46.47%-34.0pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,865 | $2,628-29.0% | $3,660-49.0% | $2,270-17.8% |
| Participant deferral / active EE | $6,773 | $3,300+105.2% | $4,370+55.0% | $3,740+81.1% |
| Admin fee / account holder | $702 | $704-0.2% | $5,945-88.2% | $513+36.8% |