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, LLC6 years Service code 26 8211 W BROWARD BLVD, SUITE 420 · PLANTATION, FL 33324 | Advisory (Participants) | $17,517 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 12 · EIN 91-1035498 | Claims processing; Custodial (other t... | $12,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,104 | $47,898-55.9% | $117,472-82.0% | $64,808-67.4% |
| Participation rate | 73.8% | 61.9%+11.9pp | 70.6%+3.2pp | 71.5%+2.3pp |
| Annual return | -17.89% | -15.54%-2.3pp | 29.74%-47.6pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,479 | $1,774-16.6% | $4,176-64.6% | $2,506-41.0% |
| Participant deferral / active EE | $2,047 | $3,151-35.0% | $4,070-49.7% | $4,310-52.5% |
| Admin fee / account holder | $135 | $132+2.1% | $5,645-97.6% | $188-28.4% |