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 49 PO BOX 601070 · JACKSONVILLE, FL 32260 | Other Services | $3,339 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $677 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,404 | $80,968-41.5% | $96,544-50.9% | $75,163-36.9% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.4pp |
| Annual return | 14.26% | 27.06%-12.8pp | 25.84%-11.6pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,122 | $2,282-50.8% | $2,965-62.1% | $2,670-58.0% |
| Participant deferral / active EE | $3,982 | $3,928+1.4% | $4,851-17.9% | $4,125-3.5% |
| Admin fee / account holder | $308 | $6,724-95.4% | $8,252-96.3% | $5,651-94.5% |