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 SERVICES5+ years Service code 15 · EIN 27-1033755 4010 BOY SCOUT BLVD. · TAMPS, FL 33607 | Recordkeeping | $8,630 |
PENSERV PLAN SERVICES, INC.5+ years Filed as: PENSERVCO, INC. Service code 13 · EIN 59-3634521 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Contract Administrator | $8,132 |
LPL FINANCIAL5+ years Service code 27 · EIN 95-2834236 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Advisory (Plan) | $6,997 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $3,029 |
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.
Annual investment return 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 | $41,424 | $66,310-37.5% | $93,606-55.7% | $65,185-36.5% |
| Participation rate | 51.8% | 74.0%-22.2pp | 75.8%-24.0pp | 70.2%-18.4pp |
| Annual return | 15.26% | 42.58%-27.3pp | 32.76%-17.5pp | 29.38%-14.1pp |
| Employer contribution / active EE | $295 | $2,012-85.3% | $2,718-89.1% | $2,177-86.4% |
| Participant deferral / active EE | $1,920 | $3,342-42.5% | $4,069-52.8% | $3,514-45.3% |
| Admin fee / account holder | $206 | $6,897-97.0% | $7,888-97.4% | $847-75.6% |