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 |
|---|---|---|
PEOPLE'S UNITED BANK4+ years Service code 13 · EIN 06-1213065 | Contract Administrator | $49,313 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $5,237 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,493 | $43,504+32.2% | $68,793-16.4% | $56,287+2.1% |
| Participation rate | 70.0% | 67.8%+2.2pp | 72.2%-2.2pp | 69.9%+0.1pp |
| Annual return | -2.28% | -3.15%+0.9pp | -4.63%+2.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,079 | $1,525-29.2% | $2,625-58.9% | $2,111-48.9% |
| Participant deferral / active EE | $2,781 | $2,509+10.8% | $3,311-16.0% | $3,350-17.0% |
| Admin fee / account holder | $366 | $515-28.9% | $5,131-92.9% | $521-29.7% |