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 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $38,099 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,794 | $56,152+24.3% | $185,823-62.4% | $73,409-4.9% |
| Participation rate | 44.0% | 67.6%-23.5pp | 78.0%-34.0pp | 72.2%-28.1pp |
| Annual return | 16.08% | 17.59%-1.5pp | 35.95%-19.9pp | 59.29%-43.2pp |
| Employer contribution / active EE | $831 | $1,532-45.8% | $4,087-79.7% | $2,234-62.8% |
| Participant deferral / active EE | $3,190 | $3,659-12.8% | $5,632-43.4% | $3,805-16.2% |
| Admin fee / account holder | $329 | $132+149.2% | $9,500-96.5% | $158+108.4% |