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 |
|---|---|---|
CERTIFIED ADVISORY CORP2+ years Service code 27 · EIN 59-3047790 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $18,251 |
CERTIFIED BENEFITS CORP2+ years Service code 13 · EIN 59-3394091 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $13,823 |
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 | $43,305 | $58,828-26.4% | $77,999-44.5% | $62,891-31.1% |
| Participation rate | 82.7% | 71.1%+11.6pp | 75.5%+7.1pp | 69.3%+13.3pp |
| Annual return | 12.53% | 17.16%-4.6pp | 425.96%-413.4pp | 20.14%-7.6pp |
| Employer contribution / active EE | $614 | $1,672-63.3% | $2,470-75.1% | $2,281-73.1% |
| Participant deferral / active EE | $2,635 | $2,686-1.9% | $3,497-24.6% | $3,203-17.7% |
| Admin fee / account holder | $300 | $4,393-93.2% | $5,480-94.5% | $4,296-93.0% |