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 8-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 |
|---|---|---|
WATER OAK ADVISORS6+ years Service code 27 PO BOX 4968 · ORLANDO, FL 32802 | Advisory (Plan) | $46,285 |
CARPENTER MORSE GROUP6+ years Service code 13 4300 W LAKE MARY BLVD., 4 · LAKE MARY, FL 32746 | Contract Administrator | $12,216 |
Filed as: GREAT WEST LIFE AND ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
WITHUMSMITH+BROWN, PC3 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,528 | $59,159-2.8% | $159,960-64.0% | $66,914-14.0% |
| Participation rate | 97.0% | 68.1%+28.8pp | 78.0%+19.0pp | 69.8%+27.1pp |
| Annual return | -14.87% | -12.26%-2.6pp | 408.60%-423.5pp | 1.58%-16.5pp |
| Employer contribution / active EE | $3,190 | $1,983+60.9% | $4,226-24.5% | $2,544+25.4% |
| Participant deferral / active EE | $7,132 | $4,395+62.3% | $6,182+15.4% | $4,237+68.3% |
| Admin fee / account holder | $168 | $591-71.6% | $8,698-98.1% | $593-71.7% |