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 6-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 |
|---|---|---|
PSI ADVISORS LLC1+ years Service code 27 13059 W LINEBAUGH AVE · TAMPA, FL 33626 | Advisory (Plan) | $4,506 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,458 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH STREET · DES MOINES, IA 50392 | Other Commissions | $1,288 |
JANET A. PANEBIANCO, CPA, PLLC1+ years Filed as: JANET A PANEBIANCO CPA PLLC Service code 13 DBA BSP RETIREMENT SERVICES · OLDSMAR, FL 34677 | Contract Administrator | $1,134 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,321 | $136,307-60.9% | $177,821-70.0% | $73,488-27.4% |
| Participation rate | 10.8% | 86.1%-75.3pp | 87.7%-76.9pp | 70.7%-59.8pp |
| Annual return | 9.10% | 18.68%-9.6pp | 48.32%-39.2pp | 28.51%-19.4pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,918-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $626 | $5,829-89.3% | $7,714-91.9% | $3,740-83.2% |
| Admin fee / account holder | $20 | $596-96.6% | $12,427-99.8% | $513-96.0% |