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, LLC6+ years Service code 27 113 EXECUTIVE CIRCLE · DAYTONA BEACH, FL 32114 | Advisory (Plan) | $51,860 |
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.
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 | $71,328 | $73,823-3.4% | $379,746-81.2% | $73,488-2.9% |
| Participation rate | 73.9% | 73.1%+0.7pp | 78.4%-4.5pp | 70.7%+3.2pp |
| Annual return | 3.63% | 29.06%-25.4pp | 34.90%-31.3pp | 28.51%-24.9pp |
| Employer contribution / active EE | $2,337 | $2,472-5.5% | $3,540-34.0% | $2,270+2.9% |
| Participant deferral / active EE | $4,465 | $4,038+10.6% | $6,024-25.9% | $3,740+19.4% |
| Admin fee / account holder | $427 | $607-29.6% | $7,927-94.6% | $513-16.7% |