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 | $28,736 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $8,356 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,533 | $73,638+8.0% | $95,952-17.1% | $73,488+8.2% |
| Participation rate | 72.5% | 76.2%-3.6pp | 77.1%-4.5pp | 70.7%+1.9pp |
| Annual return | 15.62% | 16.78%-1.2pp | 91.61%-76.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $308 | $1,863-83.5% | $2,541-87.9% | $2,270-86.4% |
| Participant deferral / active EE | $4,308 | $3,617+19.1% | $4,167+3.4% | $3,740+15.2% |
| Admin fee / account holder | $386 | $482-19.9% | $6,795-94.3% | $513-24.7% |