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, LLC9+ years Service code 27 113 EXECUTIVE CIRCLE · DAYTONA BEACH, FL 32114 | Advisory (Plan) | $53,891 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,727 | $80,138-20.5% | $130,231-51.1% | $71,457-10.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | 8.49% | 16.81%-8.3pp | 38.77%-30.3pp | 28.85%-20.4pp |
| Employer contribution / active EE | $2,792 | $2,834-1.5% | $4,126-32.3% | $2,588+7.9% |
| Participant deferral / active EE | $5,262 | $4,641+13.4% | $6,799-22.6% | $4,289+22.7% |
| Admin fee / account holder | $334 | $1,035-67.7% | $6,020-94.5% | $1,587-79.0% |