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 10-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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $36,801 |
BIG SKY RETIREMENT INC5 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $9,740 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,440 | $65,061+45.2% | $143,757-34.3% | $66,914+41.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.04% | -11.14%-1.9pp | -0.04%-13.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $4,729 | $2,361+100.3% | $4,951-4.5% | $2,544+85.9% |
| Participant deferral / active EE | $4,778 | $2,919+63.7% | $5,637-15.2% | $4,237+12.8% |
| Admin fee / account holder | $200 | $502-60.2% | $14,673-98.6% | $593-66.3% |