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 | $53,939 |
HUNGERFORD NICHOLS1 year Filed as: HUNGERFORD Service code 10 · EIN 38-2184825 | Accounting | $17,900 |
Service code 27 PO BOX 51517 · LOS ANGELES, CA 900515817 | Advisory (Plan) | $6,264 |
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 | $27,959 | $31,741-11.9% | $56,411-50.4% | $199,593-86.0% |
| Participation rate | 7.0% | 32.3%-25.4pp | 52.5%-45.5pp | 72.0%-65.0pp |
| Annual return | 11.55% | 14.72%-3.2pp | 1701.33%-1689.8pp | 34.25%-22.7pp |
| Employer contribution / active EE | $128 | $508-74.9% | $1,039-87.7% | $3,034-95.8% |
| Participant deferral / active EE | $246 | $1,184-79.2% | $1,952-87.4% | $5,087-95.2% |
| Admin fee / account holder | $164 | $426-61.5% | $2,829-94.2% | $269-39.0% |