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 LLC4+ years Filed as: PROVISE Service code 28 · EIN 01-0590880 611 DRUID RD · CLEARWATER, FL 33756 | Investment Management | $26,958 |
GREGORY, SHARER & STUART, PA4+ 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,345 | $57,354+45.3% | $83,848-0.6% | $64,186+29.8% |
| Participation rate | 98.9% | 68.6%+30.3pp | 76.1%+22.8pp | 69.6%+29.4pp |
| Annual return | -5.70% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,809 | $2,545+10.3% | $3,631-22.6% | $2,381+18.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $321 | $4,046-92.1% | $5,478-94.1% | $4,888-93.4% |