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 4-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,702 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,948 |
FLORIDA RETIREMENT CONSULTANTS3+ years Filed as: FLORIDA RETIREMENT CONS Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $10,835 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,904 | $82,917-57.9% | $103,333-66.2% | $77,643-55.0% |
| Participation rate | 37.0% | 71.6%-34.6pp | 74.5%-37.5pp | 70.6%-33.6pp |
| Annual return | 20.82% | 19.13%+1.7pp | 24.88%-4.1pp | 31.24%-10.4pp |
| Employer contribution / active EE | $1,259 | $3,552-64.5% | $3,868-67.4% | $2,726-53.8% |
| Participant deferral / active EE | $2,263 | $4,108-44.9% | $5,057-55.3% | $4,647-51.3% |
| Admin fee / account holder | $261 | $638-59.2% | $8,355-96.9% | $430-39.5% |