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 |
|---|---|---|
Service code 10 2200 S BABCOCK ST · MELBOURNE, FL 32901 | Accounting | $7,500 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,441 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,122 | $78,422+28.9% | $95,952+5.4% | $79,858+26.6% |
| Participation rate | 76.7% | 73.5%+3.2pp | 77.1%-0.4pp | 69.6%+7.1pp |
| Annual return | 15.15% | 19.37%-4.2pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,269 | $1,945+16.6% | $2,541-10.7% | $2,471-8.2% |
| Participant deferral / active EE | $4,473 | $3,440+30.0% | $4,167+7.3% | $3,740+19.6% |
| Admin fee / account holder | $131 | $5,622-97.7% | $6,795-98.1% | $5,306-97.5% |