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 |
|---|---|---|
Filed as: CASE PEARLMAN RETIREMENT PL ADV LLC Service code 27 12140 CARISSA COMMERCE CT., · FORT MYERS, FL 33966 | Advisory (Plan) | $42,772 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,175 |
Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $12,460 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,015 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PARKWAY, BLDG 2, · AUSTIN, TX 78735 | Advisory (Plan) | $2,515 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,541 | $52,293-22.5% | $178,490-77.3% | $73,409-44.8% |
| Participation rate | 93.1% | 65.3%+27.8pp | 81.9%+11.2pp | 72.2%+20.9pp |
| Annual return | 15.15% | 34.75%-19.6pp | 151.07%-135.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $1,400 | $1,735-19.4% | $5,011-72.1% | $2,234-37.3% |
| Participant deferral / active EE | $4,345 | $2,332+86.3% | $5,202-16.5% | $3,805+14.2% |
| Admin fee / account holder | $99 | $127-22.5% | $13,984-99.3% | $158-37.5% |