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 BANK8+ years Service code 13 · EIN 06-1213065 | Contract Administrator | $15,989 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,340 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,774 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,238 | $56,503-11.1% | $70,092-28.3% | $64,808-22.5% |
| Participation rate | 71.2% | 70.5%+0.7pp | 70.5%+0.7pp | 71.5%-0.3pp |
| Annual return | -13.22% | -13.44%+0.2pp | 190.73%-204.0pp | 32.82%-46.0pp |
| Employer contribution / active EE | $1,233 | $2,046-39.7% | $2,559-51.8% | $2,506-50.8% |
| Participant deferral / active EE | $3,431 | $3,389+1.2% | $3,849-10.9% | $4,310-20.4% |
| Admin fee / account holder | $250 | $160+56.2% | $6,267-96.0% | $188+33.4% |