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, INC9+ years Service code 27 11440 N. JOG RD., · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $27,572 |
THE VANGUARD GROUP, INC.8+ years Service code 37 · EIN 23-1945930 | Loan Processing | $5,325 |
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 | $57,090 | $84,784-32.7% | $98,439-42.0% | $74,419-23.3% |
| Participation rate | 55.8% | 81.5%-25.7pp | 75.2%-19.3pp | 70.7%-14.9pp |
| Annual return | 19.85% | 20.59%-0.7pp | 21.16%-1.3pp | 34.38%-14.5pp |
| Employer contribution / active EE | $1,644 | $3,364-51.1% | $3,048-46.1% | $2,637-37.7% |
| Participant deferral / active EE | $3,235 | $5,218-38.0% | $4,738-31.7% | $4,528-28.6% |
| Admin fee / account holder | $118 | $204-42.3% | $8,948-98.7% | $348-66.1% |