Filed August 24, 2026
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.
See the 10-year trajectory. $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 |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $1,855 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,603 | $52,953-44.1% | $172,739-82.9% | $65,185-54.6% |
| Participation rate | 93.8% | 66.2%+27.7pp | 82.6%+11.2pp | 70.2%+23.6pp |
| Annual return | 22.82% | 30.12%-7.3pp | 802.84%-780.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $200 | $2,190-90.9% | $5,143-96.1% | $2,177-90.8% |
| Participant deferral / active EE | $3,212 | $2,471+30.0% | $5,198-38.2% | $3,514-8.6% |
| Admin fee / account holder | $155 | $472-67.2% | $13,954-98.9% | $847-81.7% |