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 12750 CITRUS PARK LANE · TAMPA, FL 33625 | Advisory (Plan) | $7,414 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,260 |
EDWARD JONES1 year Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $2,766 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 · EIN 95-1411037 | Recordkeeping | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,871 | $63,346-24.4% | $92,233-48.1% | $70,131-31.7% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 10.61% | 530.12%-519.5pp | 176.28%-165.7pp | 73.14%-62.5pp |
| Employer contribution / active EE | $5,550 | $2,471+124.6% | $3,679+50.8% | $2,342+136.9% |
| Participant deferral / active EE | $2,315 | $2,854-18.9% | $3,897-40.6% | $3,332-30.5% |
| Admin fee / account holder | $329 | $3,840-91.4% | $5,194-93.7% | $4,645-92.9% |