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 |
|---|---|---|
WILLIAMS KEEPERS LLC5 years Filed as: WILLIAMS GROUP Service code 27 4440 PGA BOULEVARD · PALM BEACH GARDENS, FL 33410 | Advisory (Plan) | $22,000 |
LT TRUST COMPANY7+ years Filed as: LT TRUST Service code 14 · EIN 61-1607607 | Plan Administrator | $19,377 |
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 | $59,848 | $62,723-4.6% | $142,863-58.1% | $86,799-31.1% |
| Participation rate | 32.1% | 62.6%-30.4pp | 71.9%-39.8pp | 72.3%-40.2pp |
| Annual return | 19.65% | 17.62%+2.0pp | 5637.54%-5617.9pp | 97.91%-78.3pp |
| Employer contribution / active EE | $736 | $1,627-54.7% | $4,144-82.2% | $2,405-69.4% |
| Participant deferral / active EE | $969 | $3,039-68.1% | $3,837-74.7% | $4,131-76.5% |
| Admin fee / account holder | $214 | $140+53.6% | $6,560-96.7% | $170+26.4% |