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 LLC2+ years Service code 27 611 DRUID RD E, STE 105 · CLEARWATER, FL 33756 | Advisory (Plan) | $34,943 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING Service code 28 4755 E BAY DR · CLEARWATER, FL 33764 | Investment Management | $20,201 |
REGIONS BANK2+ years Service code 28 PO BOX 2886 · MOBILE, AL 36652 | Investment Management | $17,983 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $12,706 |
Filed as: MERRILL LYNCH Service code 18 1 PROGRESS PLAZA, STE 1400 · ST PETERSBURG, FL 33701 | Investment management; Custodial (oth... | $11,743 |
Filed as: ASSETMARK TRUST CO Service code 28 45 BALBOA AVE · SAN RAFAEL, CA 94901 | Investment Management | $10,875 |
FLORIDA RETIREMENT CONSULTANTS2+ years Service code 13 5503 W WATERS AVE STE 500 · TAMPA, FL 33634 | Contract Administrator | $9,145 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGANSTANLEY Service code 28 601 CLEVELAND ST, STE 700 · CLEARWATER, FL 33755 | Investment Management | $8,092 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL GROUP Service code 28 311 PARK PLACE BLVD STE 150 · CLEARWATER, FL 33759 | Investment Management | $7,714 |
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 | $176,772 | $46,732+278.3% | $156,549+12.9% | $55,167+220.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 5.87% | 17.72%-11.8pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $9,023 | $2,105+328.6% | $5,501+64.0% | $1,963+359.7% |
| Participant deferral / active EE | $6,002 | $2,204+172.3% | $4,871+23.2% | $3,054+96.5% |
| Admin fee / account holder | $907 | $418+116.8% | $13,027-93.0% | $504+80.0% |