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 5-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 |
|---|---|---|
DELTA CAPITAL MANAGEMENT LLC4+ years Service code 26 698 N MAITLAND AVE · LONGWOOD, FL 32751 | Advisory (Participants) | $5,339 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,320 | $76,050-96.9% | $96,544-97.6% | $71,457-96.8% |
| Participation rate | 70.9% | 74.4%-3.5pp | 76.0%-5.0pp | 67.9%+3.0pp |
| Annual return | 7.10% | 22.81%-15.7pp | 25.84%-18.7pp | 28.85%-21.7pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $108 | $2,707-96.0% | $8,252-98.7% | $1,587-93.2% |