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, SUITE 700 · TAMPA, FL 33607 | Advisory (Plan) | $35,387 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $8,810 |
HOLTHOUSE CARLIN & VAN TRIGT LLP2+ years Service code 10 1801 W OLYMPIC BLVD · PASADENA, CA 91199 | Accounting | $8,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,759 | $60,165+97.4% | $74,183+60.1% | $55,167+115.3% |
| Participation rate | 81.1% | 74.2%+6.9pp | 76.6%+4.5pp | 69.0%+12.1pp |
| Annual return | 7.47% | 10.00%-2.5pp | 17.74%-10.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,707 | $1,600+69.3% | $2,370+14.2% | $1,963+38.0% |
| Participant deferral / active EE | $5,605 | $2,973+88.5% | $3,550+57.9% | $3,054+83.5% |
| Admin fee / account holder | $402 | $419-4.1% | $5,586-92.8% | $504-20.2% |