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 CORP3+ years Service code 27 · EIN 59-3047790 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Advisory (Plan) | $21,305 |
CERTIFIED BENEFITS CORP3+ years Service code 13 · EIN 59-3394091 1111 DOUGLAS AVENUE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $13,308 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,251 | $67,411-28.4% | $91,001-47.0% | $70,131-31.2% |
| Participation rate | 83.1% | 71.4%+11.8pp | 75.6%+7.5pp | 69.5%+13.6pp |
| Annual return | 16.27% | -40.16%+56.4pp | 4.60%+11.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $722 | $1,786-59.6% | $2,456-70.6% | $2,342-69.2% |
| Participant deferral / active EE | $2,844 | $2,823+0.7% | $3,547-19.8% | $3,332-14.6% |
| Admin fee / account holder | $315 | $4,236-92.6% | $5,417-94.2% | $4,645-93.2% |