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 |
|---|---|---|
ANDCO CONSULTING6 years Service code 17 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Pension Consulting | $68,979 |
PACKER THOMAS8 years Service code 10 · EIN 34-1667340 | Accounting | $46,965 |
MEYER, UNKOVIC & SCOTT9 years Filed as: MEYER, UNKOVIC & SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $26,457 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 · EIN 46-0619194 | Insurance services | $22,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,572 | $241,101-29.7% | $103,333+64.1% | $199,593-15.0% |
| Participation rate | 45.7% | 78.3%-32.6pp | 74.5%-28.8pp | 72.0%-26.2pp |
| Annual return | 14.32% | 17.80%-3.5pp | 24.88%-10.6pp | 34.25%-19.9pp |
| Employer contribution / active EE | $3,810 | $4,244-10.2% | $3,868-1.5% | $3,034+25.6% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $225 | $288-21.7% | $8,355-97.3% | $269-16.2% |