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 |
|---|---|---|
Filed as: ASSUREDPARTNERS INVESTMENT ADVISORS Service code 26 · EIN 85-0777552 4600 W CYPRESS STREET. SUITE 450 · TAMPA, FL 33607 | Advisory (Participants) | $18,646 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 12 · EIN 91-1035498 | Contract Administrator; Recordkeeping... | $14,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,390 | $53,345-56.2% | $121,098-80.7% | $74,419-68.6% |
| Participation rate | 79.5% | 60.0%+19.5pp | 69.5%+10.0pp | 70.7%+8.8pp |
| Annual return | 17.48% | 35.15%-17.7pp | 985.75%-968.3pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,752 | $1,898-7.7% | $4,164-57.9% | $2,637-33.6% |
| Participant deferral / active EE | $2,362 | $3,221-26.7% | $4,080-42.1% | $4,528-47.8% |
| Admin fee / account holder | $127 | $382-66.6% | $5,644-97.7% | $348-63.4% |