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 10-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 |
|---|---|---|
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $32,392 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,927 |
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 | $51,693 | $64,909-20.4% | $82,313-37.2% | $62,292-17.0% |
| Participation rate | 92.3% | 74.9%+17.4pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 14.64% | 21.18%-6.5pp | 25.88%-11.2pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,727 | $1,676+62.7% | $2,428+12.3% | $2,042+33.5% |
| Participant deferral / active EE | $4,154 | $3,103+33.9% | $3,706+12.1% | $3,169+31.1% |
| Admin fee / account holder | $179 | $440-59.2% | $5,608-96.8% | $479-62.6% |