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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $44,929 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,396 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,618 | $84,487+67.6% | $125,339+13.0% | $66,914+111.6% |
| Participation rate | 75.3% | 76.4%-1.1pp | 82.4%-7.1pp | 69.8%+5.5pp |
| Annual return | 5.88% | -8.39%+14.3pp | 572.05%-566.2pp | 1.58%+4.3pp |
| Employer contribution / active EE | $5,148 | $3,553+44.9% | $4,814+6.9% | $2,544+102.3% |
| Participant deferral / active EE | $10,626 | $6,781+56.7% | $7,446+42.7% | $4,237+150.8% |
| Admin fee / account holder | $409 | $685-40.2% | $10,010-95.9% | $593-31.0% |