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, INC2+ years Service code 27 11440 N. JOG RD. · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $14,833 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,282 | $74,024-67.2% | $77,999-68.9% | $57,658-57.9% |
| Participation rate | 47.4% | 79.7%-32.3pp | 75.5%-28.1pp | 70.2%-22.8pp |
| Annual return | 13.59% | 12.14%+1.4pp | 425.96%-412.4pp | 5.13%+8.5pp |
| Employer contribution / active EE | $1,150 | $2,365-51.4% | $2,470-53.4% | $1,974-41.7% |
| Participant deferral / active EE | $1,936 | $3,533-45.2% | $3,497-44.6% | $3,061-36.8% |
| Admin fee / account holder | $85 | $93-8.4% | $5,480-98.4% | $95-9.7% |