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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $44,273 |
HUNGERFORD NICHOLS1 year Service code 10 · EIN 38-2184825 | Accounting | $19,900 |
Service code 27 PO BOX 51517 · LOS ANGELES, CA 900515817 | Advisory (Plan) | $6,408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,886 | $30,147-30.7% | $58,482-64.3% | $80,160-73.9% |
| Participation rate | 6.7% | 34.4%-27.7pp | 50.9%-44.1pp | 72.9%-66.2pp |
| Annual return | 14.53% | 21.97%-7.4pp | 4239.32%-4224.8pp | 40.38%-25.9pp |
| Employer contribution / active EE | $118 | $528-77.7% | $1,053-88.8% | $2,978-96.0% |
| Participant deferral / active EE | $231 | $1,249-81.5% | $1,924-88.0% | $5,017-95.4% |
| Admin fee / account holder | $131 | $195-32.9% | $2,516-94.8% | $145-9.9% |