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 ADVISORS7+ years Service code 27 PO BOX 4968 · ORLANDO, FL 32802 | Advisory (Plan) | $40,999 |
CARPENTER MORSE GROUP7+ years Service code 13 2170 W STATE RD 434 · LONGWOOD, FL 32779 | Contract Administrator | $13,033 |
EQUITABLE ADVISORS LLC1 year Service code 99 · EIN 13-4071393 | Other Fees | $9,734 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,343 | $56,638-41.1% | $169,368-80.3% | $74,419-55.2% |
| Participation rate | 77.5% | 67.5%+10.0pp | 77.1%+0.4pp | 70.7%+6.8pp |
| Annual return | 17.23% | 24.75%-7.5pp | 405.60%-388.4pp | 34.38%-17.1pp |
| Employer contribution / active EE | $947 | $2,027-53.3% | $4,013-76.4% | $2,637-64.1% |
| Participant deferral / active EE | $2,146 | $4,223-49.2% | $6,221-65.5% | $4,528-52.6% |
| Admin fee / account holder | $88 | $307-71.4% | $9,003-99.0% | $348-74.8% |