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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,305 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $31,195 |
FLORIDA RETIREMENT CONSULTANTS4+ years Filed as: FLORIDA RETIREMENT CONS Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $12,635 |
WARREN AVERETT, LLC2 years 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,728 | $103,641-61.7% | $107,525-63.1% | $102,872-61.4% |
| Participation rate | 34.8% | 79.4%-44.6pp | 75.1%-40.2pp | 73.0%-38.2pp |
| Annual return | 16.66% | 13.08%+3.6pp | 181.32%-164.7pp | 19.06%-2.4pp |
| Employer contribution / active EE | $1,281 | $5,096-74.9% | $3,754-65.9% | $3,526-63.7% |
| Participant deferral / active EE | $2,321 | $3,789-38.7% | $5,116-54.6% | $5,535-58.1% |
| Admin fee / account holder | $262 | $276-5.2% | $8,919-97.1% | $292-10.4% |