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 9-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,203 |
Filed as: EMPOWER ANNUITY LIFE Service code 15 · EIN 84-0467907 | Recordkeeping | $2,545 |
FLORIDA RETIREMENT CONSULTANTS7+ years Service code 13 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $2,228 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,487 | $82,202-66.6% | $125,339-78.1% | $64,808-57.6% |
| Participation rate | 86.2% | 77.9%+8.3pp | 82.4%+3.8pp | 71.5%+14.7pp |
| Annual return | -7.00% | 3.48%-10.5pp | 572.05%-579.1pp | 32.82%-39.8pp |
| Employer contribution / active EE | $2,550 | $3,615-29.5% | $4,814-47.0% | $2,506+1.8% |
| Participant deferral / active EE | $5,730 | $7,175-20.1% | $7,446-23.0% | $4,310+32.9% |
| Admin fee / account holder | $158 | $163-3.0% | $10,010-98.4% | $188-15.7% |