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 |
|---|---|---|
GWN SECURITIES, INC11+ years Service code 27 11440 N. JOG RD. · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $35,029 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,177 |
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 | $90,535 | $104,919-13.7% | $116,228-22.1% | $85,563+5.8% |
| Participation rate | 55.8% | 78.6%-22.8pp | 74.6%-18.7pp | 66.0%-10.1pp |
| Annual return | 18.52% | 15.38%+3.1pp | 90.06%-71.5pp | 31.51%-13.0pp |
| Employer contribution / active EE | $1,909 | $3,485-45.2% | $2,994-36.3% | $2,654-28.1% |
| Participant deferral / active EE | $3,927 | $5,306-26.0% | $4,953-20.7% | $4,375-10.3% |
| Admin fee / account holder | $160 | $429-62.8% | $11,989-98.7% | $834-80.9% |