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 |
|---|---|---|
DEAN DORTON ALLEN FORD, PLLC1+ years Filed as: DEAN, MEAD, EGERTON, BLOODWORH Service code 29 420 S ORANGE AVENUE, SUITE 700 · ORLANDO, FL 32801 | Legal | $35,670 |
CENSEO ADVISORS1+ years Filed as: CENSEO ADVISORS, LLC Service code 17 680 VILLAGE TRACE NE E · MARIETTA, GA 30067 | Pension Consulting | $35,000 |
EVOLVE BANK AND TRUST1+ years Filed as: EVOLVE BANK & TRUST Service code 21 6070 POPLAR AVENUE · MEMPHIS, TN 38119 | Bank Trustee | $33,278 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,411 | $70,002-78.0% | $115,037-86.6% | $52,331-70.6% |
| Participation rate | 99.4% | 72.1%+27.3pp | 81.4%+18.1pp | 68.1%+31.3pp |
| Annual return | 437.76% | 4.04%+433.7pp | 26.14%+411.6pp | 4.54%+433.2pp |
| Employer contribution / active EE | $365 | $2,715-86.6% | $4,608-92.1% | $1,882-80.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $686 | $566+21.2% | $8,175-91.6% | $592+16.0% |