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 |
|---|---|---|
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $4,021 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $663 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING, LLC Service code 27 · EIN 20-4649925 | Advisory (Plan) | $165 |
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 | $10,103 | $73,004-86.2% | $90,749-88.9% | $68,494-85.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.41% | -13.81%-2.6pp | -12.16%-4.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,241 | $2,193-43.4% | $2,921-57.5% | $2,596-52.2% |
| Participant deferral / active EE | $1,684 | $3,627-53.6% | $4,564-63.1% | $4,027-58.2% |
| Admin fee / account holder | $49 | $5,896-99.2% | $8,445-99.4% | $5,403-99.1% |