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 |
|---|---|---|
BDO USA, LLP2+ years Service code 10 | Accounting | $14,000 |
REGISTERED INVESTMENT ADVISER1+ years Filed as: REGISTERED INVESTMENT ADVISOR Service code 55 | Other Commissions | $10,951 |
LAMCO ADVISORY SERVICES1+ years Service code 27 1525 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Advisory (Plan) | $6,032 |
MATTHEWS BENEFIT GROUP, INC.1+ years Service code 13 701 94TH AVENUE N · ST PETERSBURG, FL 33702 | Contract Administrator | $5,306 |
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 | $67,400 | $46,732+44.2% | $156,549-56.9% | $55,167+22.2% |
| Participation rate | 99.4% | 65.8%+33.6pp | 84.0%+15.3pp | 69.0%+30.4pp |
| Annual return | 7.05% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $3,683 | $2,105+74.9% | $5,501-33.1% | $1,963+87.6% |
| Participant deferral / active EE | $2,697 | $2,204+22.4% | $4,871-44.6% | $3,054-11.7% |
| Admin fee / account holder | $46 | $418-89.0% | $13,027-99.6% | $504-90.9% |