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: TRANSAMERICA Service code 15 · EIN 39-0989781 | Recordkeeping | $8,415 |
FLORIDA RETIREMENT CONSULTANTS1+ years Service code 13 5503 W WATERS AVE STE 500 · TAMPA, FL 33634 | Contract Administrator | $3,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,160 | $43,075-30.0% | $74,583-59.6% | $62,891-52.0% |
| Participation rate | 67.7% | 58.1%+9.7pp | 68.1%-0.4pp | 69.3%-1.6pp |
| Annual return | 7.70% | 17.50%-9.8pp | 20.47%-12.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,272 | $1,498-15.0% | $2,525-49.6% | $2,281-44.2% |
| Participant deferral / active EE | $1,731 | $2,389-27.5% | $3,458-49.9% | $3,203-45.9% |
| Admin fee / account holder | $162 | $2,840-94.3% | $4,138-96.1% | $4,296-96.2% |