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 |
|---|---|---|
GWN SECURITIES, INC7 years Service code 27 11440 N. JOG RD., · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $42,827 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,655 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,447 | $79,171-60.3% | $102,423-69.3% | $74,495-57.8% |
| Participation rate | 79.3% | 74.8%+4.5pp | 76.5%+2.8pp | 67.2%+12.1pp |
| Annual return | 11.45% | 54.93%-43.5pp | 29.32%-17.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,700 | $2,362-28.0% | $3,023-43.8% | $2,623-35.2% |
| Participant deferral / active EE | $2,746 | $4,415-37.8% | $5,053-45.7% | $4,346-36.8% |
| Admin fee / account holder | $230 | $2,001-88.5% | $9,451-97.6% | $1,942-88.2% |