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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY Service code 28 · EIN 84-0467907 | Investment Management | $14,907 |
Filed as: KESTRA ADVISORY SVCS Service code 27 · EIN 47-1566880 | Advisory (Plan) | $14,754 |
Service code 13 16703 EARLY RISER AVE · LAND O LAKES, FL 34638 | Contract Administrator | $8,257 |
TUSCAN & COMPANY PA1 year Service code 10 12621 WORLD PLAZA LN · FT MYERS, FL 33907 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,923 | $47,722-14.2% | $82,719-50.5% | $64,808-36.9% |
| Participation rate | 40.5% | 67.6%-27.1pp | 72.6%-32.0pp | 71.5%-30.9pp |
| Annual return | -14.84% | -13.05%-1.8pp | 701.18%-716.0pp | 32.82%-47.7pp |
| Employer contribution / active EE | $798 | $2,179-63.4% | $3,009-73.5% | $2,506-68.2% |
| Participant deferral / active EE | $2,075 | $3,329-37.7% | $4,395-52.8% | $4,310-51.9% |
| Admin fee / account holder | $294 | $143+105.8% | $5,329-94.5% | $188+56.6% |