See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $8,680 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,888 |
Service code 27 611 DRUID RD E STE 105 · CLEARWATER, FL 33756 | Advisory (Plan) | $5,059 |
Filed as: EMPOWER ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,533 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 17028 N BOSWELL BLVD · SUN CITY, AZ 85373 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,619 | $47,898-31.9% | $117,472-72.2% | $64,808-49.7% |
| Participation rate | 57.0% | 61.9%-4.9pp | 70.6%-13.6pp | 71.5%-14.5pp |
| Annual return | -9.98% | -15.54%+5.6pp | 29.74%-39.7pp | 32.82%-42.8pp |
| Employer contribution / active EE | $0 | $1,774-100.0% | $4,176-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,881 | $3,151-40.3% | $4,070-53.8% | $4,310-56.4% |
| Admin fee / account holder | $102 | $132-22.5% | $5,645-98.2% | $188-45.6% |