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 | $47,174 |
FLORIDA RETIREMENT CONSULTANTS3+ years Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $10,304 |
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 | $145,311 | $55,415+162.2% | $155,509-6.6% | $74,495+95.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.35% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $6,809 | $2,267+200.3% | $4,672+45.7% | $2,623+159.6% |
| Participant deferral / active EE | $5,713 | $2,836+101.4% | $5,626+1.5% | $4,346+31.5% |
| Admin fee / account holder | $159 | $1,738-90.8% | $15,912-99.0% | $1,942-91.8% |