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 LLC7+ years Filed as: PROVISE Service code 28 · EIN 01-0590880 611 DRUID RD · CLEARWATER, FL 33756 | Investment Management | $50,052 |
HILL WARD HENDERSON3 years Service code 29 101 E KENNEDY BLVD, STE 3700 · TAMPA, FL 33602 | Legal | $13,087 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $7,350 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,117 | $78,672+14.5% | $109,143-17.4% | $85,850+5.0% |
| Participation rate | 81.0% | 68.3%+12.7pp | 75.9%+5.1pp | 69.3%+11.6pp |
| Annual return | 8.06% | 25.09%-17.0pp | 25.75%-17.7pp | 318.53%-310.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $716 | $5,469-86.9% | $6,752-89.4% | $6,260-88.6% |