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 |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,369 |
Service code 28 346 SHELBURNE RD · BURLINGTON, VT 05401 | Investment Management | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,807 | $66,528-77.7% | $86,874-83.0% | $86,799-82.9% |
| Participation rate | 98.1% | 72.4%+25.7pp | 71.6%+26.5pp | 72.3%+25.8pp |
| Annual return | 14.06% | 19.56%-5.5pp | 63.52%-49.5pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,567 | $2,007-21.9% | $2,495-37.2% | $2,405-34.8% |
| Participant deferral / active EE | $2,572 | $3,240-20.6% | $3,699-30.5% | $4,131-37.7% |
| Admin fee / account holder | $35 | $148-76.2% | $5,828-99.4% | $170-79.2% |