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 |
|---|---|---|
PLAN PARTNERS LLC2 years Service code 26 3362 BELVOIR RD · BEACHWOOD, OH 44122 | Advisory (Participants) | $18,701 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $18,044 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,474 | $70,908-30.2% | $98,907-50.0% | $73,488-32.7% |
| Participation rate | 70.8% | 73.8%-3.0pp | 76.0%-5.3pp | 70.7%+0.1pp |
| Annual return | 11.85% | 34.17%-22.3pp | 196.43%-184.6pp | 28.51%-16.7pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,310 | $3,500-62.6% | $4,244-69.1% | $3,740-65.0% |
| Admin fee / account holder | $172 | $535-67.9% | $6,642-97.4% | $513-66.5% |