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 4-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 |
|---|---|---|
J W COLE FINANCIAL INC2+ years Filed as: JW COLE FINANCIAL INC. Service code 17 6928 W LINEBAUGH AVE, STE 10 · TAMPA, FL 336255803 | Pension Consulting | $25,339 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 64 · EIN 48-1205033 | Recordkeeping Fees | $23,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,543 | $46,292-27.5% | $143,757-76.7% | $64,808-48.2% |
| Participation rate | 61.1% | 64.2%-3.1pp | 80.3%-19.2pp | 71.5%-10.3pp |
| Annual return | -15.83% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,542 | $1,910-19.2% | $4,951-68.9% | $2,506-38.5% |
| Participant deferral / active EE | $3,020 | $2,646+14.1% | $5,637-46.4% | $4,310-29.9% |
| Admin fee / account holder | $186 | $154+20.7% | $14,673-98.7% | $188-1.2% |