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 |
|---|---|---|
JW COLE ADVISORS INC5 years Service code 27 · EIN 65-1040717 4301 ANCHOR PLAZA PKWY ST · TAMPA, FL 33634 | Advisory (Plan) | $85,673 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 13 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 15264 | Contract Administrator | $31,606 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,927 | $119,446-23.0% | $150,045-38.7% | $85,563+7.4% |
| Participation rate | 56.4% | 75.4%-19.0pp | 82.3%-25.9pp | 66.0%-9.6pp |
| Annual return | 20.74% | 23.72%-3.0pp | 62.55%-41.8pp | 31.51%-10.8pp |
| Employer contribution / active EE | $2,528 | $4,078-38.0% | $4,693-46.1% | $2,654-4.7% |
| Participant deferral / active EE | $5,187 | $7,985-35.0% | $7,997-35.1% | $4,375+18.6% |
| Admin fee / account holder | $422 | $548-23.0% | $13,435-96.9% | $834-49.5% |