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, LLC10+ years Service code 27 113 EXECUTIVE CIRCLE · DAYTONA BEACH, FL 32114 | Advisory (Plan) | $59,072 |
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 | $78,216 | $89,248-12.4% | $136,007-42.5% | $74,495+5.0% |
| Participation rate | 80.0% | 69.4%+10.6pp | 76.5%+3.5pp | 67.2%+12.8pp |
| Annual return | 5.65% | 22.76%-17.1pp | 579.32%-573.7pp | 1364.94%-1359.3pp |
| Employer contribution / active EE | $2,910 | $2,838+2.5% | $4,217-31.0% | $2,623+10.9% |
| Participant deferral / active EE | $5,302 | $4,598+15.3% | $7,025-24.5% | $4,346+22.0% |
| Admin fee / account holder | $456 | $1,545-70.5% | $6,858-93.3% | $1,942-76.5% |