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 9-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 |
|---|---|---|
FORTUNE 360 GROUP, LLC1 year Service code 26 8211 W BROWARD BLVD, SUITE 420 · PLANTATION, FL 33324 | Advisory (Participants) | $14,612 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 12 · EIN 91-1035498 | Recordkeeping and information managem... | $14,459 |
EFFICIENT MARKET ADVISORS, LLC2+ years Service code 27 · EIN 41-2143010 | Advisory (Plan) | $11,151 |
Annual investment return 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 | $22,853 | $63,156-63.8% | $122,332-81.3% | $62,292-63.3% |
| Participation rate | 74.5% | 60.0%+14.5pp | 71.6%+2.9pp | 69.5%+5.0pp |
| Annual return | 8.79% | 20.61%-11.8pp | 30.27%-21.5pp | 28.90%-20.1pp |
| Employer contribution / active EE | $1,374 | $1,385-0.8% | $4,050-66.1% | $2,042-32.7% |
| Participant deferral / active EE | $1,670 | $2,321-28.0% | $3,287-49.2% | $3,169-47.3% |
| Admin fee / account holder | $231 | $440-47.4% | $5,478-95.8% | $479-51.7% |