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 |
|---|---|---|
PEOPLE'S UNITED BANK4+ years Service code 13 · EIN 06-1213065 | Contract Administrator | $37,593 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,540 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,130 | $41,467-70.7% | $67,313-82.0% | $55,725-78.2% |
| Participation rate | 78.8% | 62.5%+16.3pp | 69.1%+9.7pp | 70.9%+7.9pp |
| Annual return | -3.08% | 0.82%-3.9pp | -4.08%+1.0pp | 244.93%-248.0pp |
| Employer contribution / active EE | $362 | $1,316-72.5% | $2,566-85.9% | $2,078-82.6% |
| Participant deferral / active EE | $1,823 | $2,399-24.0% | $3,568-48.9% | $3,356-45.7% |
| Admin fee / account holder | $139 | $102+36.0% | $4,507-96.9% | $115+20.5% |