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.
| Provider | Service type | Compensation |
|---|---|---|
BRENTWOOD ASSET ADVISORS1 year Service code 16 · EIN 59-3718394 1221 FIRST STREET SOUTH 11A · JACKSONVILLE BEACH, FL 32250 | Consulting | $5,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $22,083-100.0% | $14,339-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 48.3%-48.3pp | 17.0%-17.0pp | 45.6%-45.6pp |
| Annual return | 0.13% | -6.39%+6.5pp | 1.15%-1.0pp | 4.16%-4.0pp |
| Employer contribution / active EE | $0 | $55,387-100.0% | $26,339-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $178-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $0 | $3,605-100.0% | $21,465-100.0% |