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 |
|---|---|---|
HOLLAND & KNIGHT1 year Filed as: HOLLAND & KNIGHT LLC Service code 16 · EIN 59-0663819 | Consulting | $147,905 |
FID INV INST OPS CO2 years Service code 16 · EIN 04-2647786 | Consulting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,353 | $136,266-70.4% | $90,749-55.5% | $77,904-48.2% |
| Participation rate | 90.3% | 86.6%+3.6pp | 75.7%+14.6pp | 73.7%+16.6pp |
| Annual return | -10.27% | -11.32%+1.0pp | -12.16%+1.9pp | 12.21%-22.5pp |
| Employer contribution / active EE | $1,653 | $4,215-60.8% | $2,921-43.4% | $2,848-41.9% |
| Participant deferral / active EE | $2,671 | $6,353-58.0% | $4,564-41.5% | $4,806-44.4% |
| Admin fee / account holder | $119 | $399-70.2% | $8,445-98.6% | $133-10.3% |