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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $48,740 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,653 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,448 | $65,946-64.4% | $81,783-71.3% | $77,671-69.8% |
| Participation rate | 56.3% | 65.8%-9.5pp | 72.4%-16.1pp | 70.6%-14.3pp |
| Annual return | 6.44% | 26.65%-20.2pp | 775.05%-768.6pp | 31.21%-24.8pp |
| Employer contribution / active EE | $2,569 | $2,371+8.3% | $2,913-11.8% | $2,726-5.8% |
| Participant deferral / active EE | $3,103 | $3,507-11.5% | $4,320-28.2% | $4,648-33.2% |
| Admin fee / account holder | $231 | $527-56.1% | $7,380-96.9% | $430-46.2% |