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 |
|---|---|---|
FLORIDA RETIREMENT CONSULTANTS8+ years Service code 50 · EIN 59-3163228 16703 EARLY RISER AVENUE, #210 · LAND O LAKES, FL 34638 | Direct Payment | $5,103 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,242 |
Filed as: MORGAN STANLEY INS SERVICES Service code 26 · EIN 51-0116113 | Advisory (Participants) | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,659 | $84,487-22.3% | $125,339-47.6% | $66,914-1.9% |
| Participation rate | 60.4% | 76.4%-16.0pp | 82.4%-21.9pp | 69.8%-9.4pp |
| Annual return | -14.57% | -8.39%-6.2pp | 572.05%-586.6pp | 1.58%-16.1pp |
| Employer contribution / active EE | $3,782 | $3,553+6.5% | $4,814-21.4% | $2,544+48.7% |
| Participant deferral / active EE | $2,576 | $6,781-62.0% | $7,446-65.4% | $4,237-39.2% |
| Admin fee / account holder | $39 | $685-94.3% | $10,010-99.6% | $593-93.4% |