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 10-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 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $75,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,281 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,342 | $33,780-33.9% | $74,550-70.0% | $75,289-70.3% |
| Participation rate | 86.6% | 62.7%+23.9pp | 69.1%+17.4pp | 72.4%+14.2pp |
| Annual return | -5.62% | -1.24%-4.4pp | 32.53%-38.2pp | -0.04%-5.6pp |
| Employer contribution / active EE | $1 | $845-99.9% | $1,961-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,377 | $1,890+25.8% | $3,108-23.5% | $3,739-36.4% |
| Admin fee / account holder | $38 | $86-56.3% | $5,060-99.3% | $102-63.1% |