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) | $20,856 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,078 |
Filed as: SIDE BY SIDE FINANCIALS INC. Service code 13 1670 MCKENDREE CHURCH RD. BLDG 50 · LAWRENCEVILLE, GA 30043 | Contract Administrator | $4,122 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,599 | $81,474-25.6% | $133,956-54.8% | $73,488-17.5% |
| Participation rate | 61.4% | 76.4%-15.0pp | 79.8%-18.5pp | 70.7%-9.3pp |
| Annual return | 14.07% | 19.40%-5.3pp | 45.09%-31.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $340 | $2,209-84.6% | $3,919-91.3% | $2,270-85.0% |
| Participant deferral / active EE | $2,970 | $3,786-21.6% | $5,048-41.2% | $3,740-20.6% |
| Admin fee / account holder | $331 | $713-53.6% | $8,927-96.3% | $513-35.5% |