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 5-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 |
|---|---|---|
PURVIS GRAY1 year Filed as: PURVIS, GRAY AND COMPANY, LLP Service code 10 · EIN 59-0548468 507 N. NEW YORK AVENUE · WINTER PARK, FL 32789 | Accounting | $8,000 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 10 · EIN 43-1451524 4860 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Accounting | $5,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,376 | $65,435-67.3% | $86,677-75.3% | $66,914-68.1% |
| Participation rate | 52.1% | 75.5%-23.4pp | 76.6%-24.5pp | 69.8%-17.7pp |
| Annual return | -24.90% | -10.89%-14.0pp | 35.91%-60.8pp | 1.58%-26.5pp |
| Employer contribution / active EE | $1,342 | $2,153-37.7% | $2,836-52.7% | $2,544-47.2% |
| Participant deferral / active EE | $2,796 | $4,100-31.8% | $4,656-39.9% | $4,237-34.0% |
| Admin fee / account holder | $260 | $642-59.5% | $7,493-96.5% | $593-56.2% |