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 |
|---|---|---|
J W COLE FINANCIAL INC1 year Filed as: JW COLE FINANCIAL INC. Service code 55 | Other Commissions | $2,969 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,417 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICE, INC Service code 13 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $180 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
J W COLE FINANCIAL INC1 year Filed as: JW COLE FINANCIAL INC Service code 55 4301 ANCHOR PLAZA PKY STE 450 · TAMPA, FL 33634 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,802 | $89,355-36.4% | $141,162-59.8% | $72,985-22.2% |
| Participation rate | 28.6% | 75.1%-46.5pp | 82.5%-53.9pp | 69.5%-40.9pp |
| Annual return | 16.16% | 111.85%-95.7pp | 71.39%-55.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $689 | $3,114-77.9% | $4,735-85.4% | $2,440-71.7% |
| Participant deferral / active EE | $1,853 | $5,418-65.8% | $6,709-72.4% | $3,607-48.6% |
| Admin fee / account holder | $194 | $5,958-96.7% | $10,261-98.1% | $5,124-96.2% |