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) | $14,631 |
CARPENTER MORSE GROUP2 years Service code 13 2170 WEST STATE ROAD 434 · LONGWOOD, FL 32779 | Contract Administrator | $13,513 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,861 | $58,851-66.3% | $115,157-82.8% | $72,985-72.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 17.20% | 23.16%-6.0pp | 35.60%-18.4pp | 81.00%-63.8pp |
| Employer contribution / active EE | $602 | $1,798-66.5% | $3,179-81.0% | $2,440-75.3% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $207 | $6,370-96.8% | $7,088-97.1% | $5,124-96.0% |