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 |
|---|---|---|
PATHWAY FINANCIAL ADVISORS, LLC10+ years Service code 28 · EIN 20-0140604 110 MAIN STREET, #401 · BURLINGTON, VT 05401 | Investment Management | $86,821 |
NEWPORT GROUP, INC.10+ years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 27-2037969 13925 BALLANTYNE CORPORATE PLAZA · CHARLOTTE, NC 28277 | Recordkeeping | $69,735 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,843 | $89,808-32.3% | $100,391-39.4% | $77,643-21.6% |
| Participation rate | 74.4% | 81.2%-6.8pp | 81.5%-7.1pp | 70.6%+3.8pp |
| Annual return | 14.68% | 20.62%-5.9pp | 49.20%-34.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,942-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,207 | $8,284-61.3% | $8,082-60.3% | $4,647-31.0% |
| Admin fee / account holder | $257 | $174+47.2% | $7,899-96.8% | $430-40.4% |