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 27 ONE BEACH DRIVE STE. 301 · ST. PETERSBURG, FL 33701 | Advisory (Plan) | $27,237 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,228 |
FOELGNER RONZ & STRAW PA2 years Service code 10 1301 66TH STREET N · SAINT PETERSBURG, FL 33710 | Accounting | $7,900 |
SOUTHERN PENSION SERVICES2 years Filed as: SOUTHERN PENSION SSERVICES Service code 13 2707 W AZEELE STREET · TAMPA, FL 33609 | Contract Administrator | $6,501 |
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 | $68,013 | $63,442+7.2% | $68,791-1.1% | $66,914+1.6% |
| Participation rate | 32.4% | 60.0%-27.5pp | 69.0%-36.6pp | 69.8%-37.4pp |
| Annual return | -18.03% | -8.29%-9.7pp | -6.38%-11.7pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,093 | $1,775-38.4% | $2,655-58.8% | $2,544-57.0% |
| Participant deferral / active EE | $3,693 | $2,945+25.4% | $3,941-6.3% | $4,237-12.8% |
| Admin fee / account holder | $815 | $577+41.1% | $4,932-83.5% | $593+37.3% |