See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOWELL FINANCIAL SERVICES, LLC Service code 27 · EIN 02-0691794 | Advisory (Plan) | $18,536 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,150 |
PENSION PLAN ADMINISTRATION, LLC5+ years Filed as: PENSION PLAN ADMINISTRATION Service code 15 · EIN 71-0816002 | Recordkeeping | $13,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,475 | $52,953-31.1% | $172,739-78.9% | $65,185-44.0% |
| Participation rate | 56.0% | 66.2%-10.2pp | 82.6%-26.6pp | 70.2%-14.2pp |
| Annual return | 18.55% | 30.12%-11.6pp | 802.84%-784.3pp | 29.38%-10.8pp |
| Employer contribution / active EE | $1,695 | $2,190-22.6% | $5,143-67.0% | $2,177-22.1% |
| Participant deferral / active EE | $1,191 | $2,471-51.8% | $5,198-77.1% | $3,514-66.1% |
| Admin fee / account holder | $249 | $472-47.3% | $13,954-98.2% | $847-70.6% |