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 3-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 28 · EIN 84-0467907 | Investment Management | $42,460 |
FLORIDA RETIREMENT CONSULTANTS2+ years Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $7,807 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,731 | $61,272+129.7% | $149,673-6.0% | $71,457+96.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.06% | 35.85%-19.8pp | 134.42%-118.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $6,433 | $2,378+170.5% | $4,818+33.5% | $2,588+148.6% |
| Participant deferral / active EE | $5,625 | $2,917+92.8% | $5,680-1.0% | $4,289+31.2% |
| Admin fee / account holder | $136 | $1,261-89.2% | $13,210-99.0% | $1,587-91.5% |