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 · EIN 80-0024967 | Advisory (Plan) | $10,658 |
CARPENTER MORSE GROUP1 year Service code 13 2170 WEST STATE ROAD 434 · LONGWOOD, FL 32779 | Contract Administrator | $5,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,157 | $52,836-58.1% | $105,738-79.0% | $64,186-65.5% |
| Participation rate | 69.3% | 66.5%+2.8pp | 76.3%-7.0pp | 69.6%-0.3pp |
| Annual return | -6.51% | 14.30%-20.8pp | 6.27%-12.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $156 | $3,959-96.1% | $6,913-97.7% | $4,888-96.8% |