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 |
|---|---|---|
PROVISE MANAGEMENT GROUP LLC1+ years Filed as: PROVISE Service code 28 · EIN 01-0590880 611 DRUID RD · CLEARWATER, FL 33756 | Investment Management | $45,140 |
GREGORY, SHARER & STUART, PA1+ years Filed as: GREGORY, SHARER & STUART Service code 10 · EIN 59-1850025 100 SECOND AVE S · ST PETERSBURG, FL 33701 | Accounting | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,635 | $52,681+39.8% | $75,781-2.8% | $59,632+23.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.18% | 2.95%-6.1pp | 9.68%-12.9pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $2,134 | $2,193-2.7% | $3,323-35.8% | $2,203-3.1% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $498 | $3,610-86.2% | $5,299-90.6% | $4,297-88.4% |