Filed May 11, 2023
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 |
|---|---|---|
Service code 26 · EIN 59-3331424 3030 N ROCKY POINT DR W #700 · TAMPA, FL 33607 | Advisory (Participants) | $49,559 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,557 | $101,317+56.5% | $146,958+7.9% | $74,495+112.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.40% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $4,560 | $3,810+19.7% | $4,933-7.6% | $2,623+73.8% |
| Participant deferral / active EE | $9,990 | $7,303+36.8% | $8,070+23.8% | $4,346+129.9% |
| Admin fee / account holder | $428 | $1,739-75.4% | $12,998-96.7% | $1,942-77.9% |