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 |
|---|---|---|
CALDWELL TRUST COMPANY5 years Service code 27 1400 CENTER ROAD · VENICE, FL 64292 | Advisory (Plan) | $8,095 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $6,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $22,307 | $51,197-56.4% | $82,719-73.0% | $66,914-66.7% |
| Participation rate | 24.8% | 67.8%-43.0pp | 72.6%-47.7pp | 69.8%-45.0pp |
| Annual return | -16.99% | -9.64%-7.4pp | 701.18%-718.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $314 | $2,611-88.0% | $3,009-89.6% | $2,544-87.7% |
| Participant deferral / active EE | $1,046 | $3,458-69.8% | $4,395-76.2% | $4,237-75.3% |
| Admin fee / account holder | $198 | $416-52.4% | $5,329-96.3% | $593-66.7% |