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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $13,860 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $13,559 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 | Contract Administrator | $3,575 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,052 | $56,503-71.6% | $70,092-77.1% | $64,808-75.2% |
| Participation rate | 86.5% | 70.5%+16.0pp | 70.5%+16.0pp | 71.5%+15.0pp |
| Annual return | -10.31% | -13.44%+3.1pp | 190.73%-201.0pp | 32.82%-43.1pp |
| Employer contribution / active EE | $1,447 | $2,046-29.3% | $2,559-43.5% | $2,506-42.3% |
| Participant deferral / active EE | $2,733 | $3,389-19.4% | $3,849-29.0% | $4,310-36.6% |
| Admin fee / account holder | $69 | $160-57.1% | $6,267-98.9% | $188-63.4% |