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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,957 |
PRICEKUBECKA PLLC2 years Filed as: PRICEKUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,680 | $56,485-51.0% | $185,823-85.1% | $86,799-68.1% |
| Participation rate | 21.9% | 65.5%-43.6pp | 81.7%-59.8pp | 72.3%-50.4pp |
| Annual return | 18.21% | 118.04%-99.8pp | 122.05%-103.8pp | 97.91%-79.7pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,073 | $2,553-58.0% | $5,568-80.7% | $4,131-74.0% |
| Admin fee / account holder | $187 | $150+25.1% | $16,237-98.8% | $170+10.4% |