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 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $28,675 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $19,638 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,865 | $66,457-35.5% | $81,382-47.3% | $77,643-44.8% |
| Participation rate | 92.7% | 68.7%+24.0pp | 69.5%+23.2pp | 70.6%+22.1pp |
| Annual return | 12.56% | 15.93%-3.4pp | 24.73%-12.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $458 | $2,159-78.8% | $2,463-81.4% | $2,726-83.2% |
| Participant deferral / active EE | $2,760 | $3,679-25.0% | $3,883-28.9% | $4,647-40.6% |
| Admin fee / account holder | $135 | $583-76.9% | $5,768-97.7% | $430-68.7% |