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 6-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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILEE, FL 322466484 | Advisory (Plan) | $27,590 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES, INC. Service code 13 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $13,109 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,120 |
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,745 | $56,485+4.0% | $185,823-68.4% | $86,799-32.3% |
| Participation rate | 48.2% | 65.5%-17.3pp | 81.7%-33.5pp | 72.3%-24.1pp |
| Annual return | 47.48% | 118.04%-70.6pp | 122.05%-74.6pp | 97.91%-50.4pp |
| Employer contribution / active EE | $900 | $1,843-51.1% | $5,167-82.6% | $2,405-62.6% |
| Participant deferral / active EE | $2,372 | $2,553-7.1% | $5,568-57.4% | $4,131-42.6% |
| Admin fee / account holder | $120 | $150-19.8% | $16,237-99.3% | $170-29.2% |