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 LLC5+ years Filed as: PROVISE Service code 28 · EIN 01-0590880 611 DRUID RD · CLEARWATER, FL 33756 | Investment Management | $54,199 |
GREGORY, SHARER & STUART, PA5+ years Filed as: GREGORY, SHARER & STUART Service code 10 · EIN 59-1850025 100 SECOND AVE S · ST PETERSBURG, FL 33701 | Accounting | $6,500 |
HILL WARD HENDERSON1 year Service code 29 101 E KENNEDY BLVD STE 3700 · TAMPA, FL 33602 | Legal | $5,327 |
Service code 13 5503 W WATERS AVE STE 500 · TAMPA, FL 33634 | Contract Administrator | $5,146 |
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 | $96,670 | $65,365+47.9% | $92,893+4.1% | $72,985+32.5% |
| Participation rate | 98.9% | 68.3%+30.6pp | 76.0%+22.9pp | 69.5%+29.4pp |
| Annual return | 16.64% | 42.10%-25.5pp | 109.41%-92.8pp | 81.00%-64.4pp |
| Employer contribution / active EE | $2,234 | $2,594-13.9% | $3,653-38.8% | $2,440-8.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $556 | $4,251-86.9% | $5,794-90.4% | $5,124-89.1% |