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 |
|---|---|---|
Filed as: ASSUREDPARTNERS INVESTMENT ADV Service code 26 · EIN 45-2712335 4600 W CYPRESS ST STE 405 · TAMPA, FL 33607 | Advisory (Participants) | $22,286 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,649 | $76,050-34.7% | $96,544-48.6% | $71,457-30.5% |
| Participation rate | 90.7% | 74.4%+16.3pp | 76.0%+14.8pp | 67.9%+22.8pp |
| Annual return | 17.93% | 22.81%-4.9pp | 25.84%-7.9pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,754 | $2,244-21.9% | $2,965-40.8% | $2,588-32.2% |
| Participant deferral / active EE | $4,574 | $4,215+8.5% | $4,851-5.7% | $4,289+6.7% |
| Admin fee / account holder | $266 | $2,707-90.2% | $8,252-96.8% | $1,587-83.2% |