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, LLC2 years Service code 26 8211 W BROWARD BLVD, SUITE 420 · PLANTATION, FL 33324 | Advisory (Participants) | $14,348 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 12 · EIN 91-1035498 | Contract Administrator; Custodial (ot... | $13,729 |
EFFICIENT MARKET ADVISORS, LLC3+ years Service code 27 · EIN 41-2143010 | Advisory (Plan) | $9,812 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,996 | $44,221-63.8% | $121,196-86.8% | $56,287-71.6% |
| Participation rate | 85.7% | 61.1%+24.7pp | 71.7%+14.0pp | 69.9%+15.9pp |
| Annual return | -6.02% | -3.58%-2.4pp | 16.93%-23.0pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,283 | $1,480-13.3% | $4,022-68.1% | $2,111-39.2% |
| Participant deferral / active EE | $1,712 | $2,521-32.1% | $3,344-48.8% | $3,350-48.9% |
| Admin fee / account holder | $177 | $480-63.1% | $5,019-96.5% | $521-66.0% |