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 LLC3+ years Service code 27 611 DRUID RD E, STE 105 · CLEARWATER, FL 33756 | Advisory (Plan) | $41,118 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING Service code 28 4755 E BAY DR · CLEARWATER, FL 33764 | Investment Management | $22,405 |
REGIONS BANK3+ years Service code 28 PO BOX 2886 · MOBILE, AL 36652 | Investment Management | $19,373 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $16,497 |
Filed as: MERRILL LYNCH Service code 18 1 PROGRESS PLAZA, STE 1400 · ST PETERSBURG, FL 33701 | Custodial (other than securities); In... | $15,883 |
Filed as: ASSETMARK TRUST CO Service code 28 45 BALBOA AVE · SAN RAFAEL, CA 94901 | Investment Management | $12,009 |
Filed as: ASPIRE FINANCIAL Service code 15 4010 BOYSCOUT BLVD, STE 450 · TAMPA, FL 33607 | Recordkeeping | $10,819 |
FLORIDA RETIREMENT CONSULTANTS3+ years Service code 13 5503 W WATERS AVE STE 500 · TAMPA, FL 33634 | Contract Administrator | $9,603 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGANSTANLEY Service code 28 601 CLEVELAND ST, STE 700 · CLEARWATER, FL 33755 | Investment Management | $9,174 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL GROUP Service code 28 311 PARK PLACE BLVD STE 150 · CLEARWATER, FL 33759 | Investment Management | $9,080 |
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 | $199,478 | $55,453+259.7% | $170,442+17.0% | $62,292+220.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.10% | 21.38%-9.3pp | 205.93%-193.8pp | 28.90%-16.8pp |
| Employer contribution / active EE | $9,475 | $2,164+337.9% | $5,433+74.4% | $2,042+364.0% |
| Participant deferral / active EE | $6,662 | $2,303+189.3% | $4,939+34.9% | $3,169+110.2% |
| Admin fee / account holder | $1,025 | $455+125.3% | $13,880-92.6% | $479+113.8% |