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 |
|---|---|---|
GRENNAN FENDER1 year Filed as: GRENNAN FENDER CPA & ADVISORS Service code 10 1000 LEGION PLACE · ORLANDO, FL 32801 | Accounting | $9,500 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,803 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $103,481 | $71,883+44.0% | $86,677+19.4% | $68,494+51.1% |
| Participation rate | 74.0% | 72.2%+1.7pp | 76.6%-2.6pp | 67.9%+6.1pp |
| Annual return | -15.17% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,498 | $2,173+15.0% | $2,836-11.9% | $2,596-3.8% |
| Participant deferral / active EE | $5,077 | $3,779+34.4% | $4,656+9.1% | $4,027+26.1% |
| Admin fee / account holder | $159 | $6,112-97.4% | $7,493-97.9% | $5,403-97.0% |