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 |
|---|---|---|
CARR, RIGGS & INGRAM, LLC4 years Service code 10 · EIN 72-1396621 2111 DREW STREET · CLEARWATER, FL 33765 | Accounting | $8,000 |
FLORIDA RETIREMENT CONSULTANTS6+ years Service code 50 · EIN 59-3163228 4919 VAN DYKE ROAD · LUTZ, FL 33558 | Direct Payment | $4,780 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $1,122 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,507 | $99,957-18.5% | $149,696-45.6% | $73,488+10.9% |
| Participation rate | 60.0% | 75.7%-15.7pp | 82.5%-22.5pp | 70.7%-10.7pp |
| Annual return | 17.67% | 53.87%-36.2pp | 276.60%-258.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $3,846 | $3,191+20.5% | $4,644-17.2% | $2,270+69.4% |
| Participant deferral / active EE | $2,557 | $6,073-57.9% | $6,842-62.6% | $3,740-31.6% |
| Admin fee / account holder | $121 | $551-78.0% | $9,309-98.7% | $513-76.4% |