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 |
|---|---|---|
SEABRIDGE WEALTH MANAGEMENT LLC3 years Service code 27 ONE BEACH DRIVE STE. 301 · ST. PETERSBURG, FL 33701 | Advisory (Plan) | $29,099 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,455 |
FOELGNER RONZ & STRAW PA1 year Service code 10 1301 66TH STREET N · SAINT PETERSBURG, FL 33710 | Accounting | $7,750 |
Filed as: SOUTHERN PENSION SSERVICES Service code 13 2707 W AZEELE STREET · TAMPA, FL 33609 | Contract Administrator | $4,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,326 | $60,776+53.6% | $85,682+8.9% | $79,386+17.6% |
| Participation rate | 39.6% | 62.1%-22.5pp | 69.9%-30.3pp | 70.7%-31.1pp |
| Annual return | 14.35% | 16.57%-2.2pp | 21.49%-7.1pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,005 | $1,663-39.6% | $2,618-61.6% | $2,427-58.6% |
| Participant deferral / active EE | $3,647 | $2,919+25.0% | $3,923-7.0% | $4,046-9.8% |
| Admin fee / account holder | $765 | $438+74.5% | $6,873-88.9% | $626+22.2% |