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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY3+ years Service code 12 · EIN 62-0951563 | Claims processing; Recordkeeping and ... | $1,587 |
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 16 3030 N. ROCKY POINT DRIVE · TAMPA, FL 33607 | Consulting | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $58,174 | $63,299-8.1% | $91,001-36.1% | $62,292-6.6% |
| Participation rate | 95.8% | 73.3%+22.5pp | 75.6%+20.2pp | 69.5%+26.3pp |
| Annual return | 17.68% | 20.99%-3.3pp | 4.60%+13.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,808 | $1,807+55.4% | $2,456+14.4% | $2,042+37.5% |
| Participant deferral / active EE | $5,115 | $2,943+73.8% | $3,547+44.2% | $3,169+61.4% |
| Admin fee / account holder | $204 | $468-56.3% | $5,417-96.2% | $479-57.4% |