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 |
|---|---|---|
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSUREDPARTNERS INVESTMENT ADVISORS Service code 26 · EIN 85-0777552 4600 W CYPRESS STREET. SUITE 450 · TAMPA, FL 33607 | Advisory (Participants) | $22,140 |
Filed as: SPECTRUM PENSION CONSULTANTS Service code 12 · EIN 91-1035498 | Participant communication; Recordkeep... | $19,510 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,872 | $58,778-67.9% | $129,207-85.4% | $77,643-75.7% |
| Participation rate | 87.1% | 59.2%+27.9pp | 69.6%+17.5pp | 70.6%+16.6pp |
| Annual return | 11.55% | 24.73%-13.2pp | 9417.33%-9405.8pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,797 | $1,952-8.0% | $4,153-56.7% | $2,726-34.1% |
| Participant deferral / active EE | $2,465 | $3,212-23.3% | $4,168-40.9% | $4,647-47.0% |
| Admin fee / account holder | $125 | $589-78.8% | $7,715-98.4% | $430-70.9% |