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 |
|---|---|---|
ASPIRE FINANCIAL SERVICES4+ years Service code 15 · EIN 27-1033755 4010 BOY SCOUT BLVD. · TAMPS, FL 33607 | Recordkeeping | $8,287 |
PENSERV PLAN SERVICES, INC.4+ years Filed as: PENSERVCO, INC. Service code 13 · EIN 59-3634521 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Contract Administrator | $7,664 |
LPL FINANCIAL4+ years Service code 27 · EIN 95-2834236 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Advisory (Plan) | $7,392 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $3,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,164 | $58,083-34.3% | $80,019-52.3% | $56,287-32.2% |
| Participation rate | 59.4% | 73.6%-14.2pp | 75.8%-16.4pp | 69.9%-10.4pp |
| Annual return | -1.77% | 34.61%-36.4pp | 11.22%-13.0pp | -9.96%+8.2pp |
| Employer contribution / active EE | $349 | $1,932-81.9% | $2,468-85.8% | $2,111-83.5% |
| Participant deferral / active EE | $2,263 | $3,135-27.8% | $3,686-38.6% | $3,350-32.4% |
| Admin fee / account holder | $211 | $623-66.2% | $6,521-96.8% | $521-59.6% |