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 |
|---|---|---|
FIRSTRUST, LLC4+ years Service code 27 113 EXECUTIVE CIRCLE · DAYTONA BEACH, FL 32114 | Advisory (Plan) | $43,959 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,386 | $57,384+7.0% | $106,387-42.3% | $56,287+9.1% |
| Participation rate | 78.2% | 71.3%+6.8pp | 77.5%+0.7pp | 69.9%+8.3pp |
| Annual return | -7.48% | 5.91%-13.4pp | 0.25%-7.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,265 | $2,348-3.6% | $3,520-35.7% | $2,111+7.3% |
| Participant deferral / active EE | $4,086 | $3,799+7.6% | $5,421-24.6% | $3,350+22.0% |
| Admin fee / account holder | $449 | $566-20.8% | $7,510-94.0% | $521-13.9% |