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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,603 |
PRICEKUBECKA PLLC1 year Filed as: PRICEKUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $6,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,975 | $52,293-54.2% | $178,490-86.6% | $73,409-67.3% |
| Participation rate | 27.9% | 65.3%-37.4pp | 81.9%-54.0pp | 72.2%-44.2pp |
| Annual return | 15.31% | 34.75%-19.4pp | 151.07%-135.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $902 | $2,332-61.3% | $5,202-82.7% | $3,805-76.3% |
| Admin fee / account holder | $184 | $127+44.5% | $13,984-98.7% | $158+16.6% |