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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $91,720 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,820 |
EISNERAMPER LLP2 years Service code 10 · EIN 87-1363769 | Accounting | $24,585 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$127,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,940 | $42,353+152.5% | $79,550+34.4% | $64,808+65.0% |
| Participation rate | 66.7% | 64.8%+2.0pp | 69.5%-2.7pp | 71.5%-4.7pp |
| Annual return | -14.15% | -12.24%-1.9pp | 0.16%-14.3pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,281 | $1,181+93.2% | $2,413-5.5% | $2,506-9.0% |
| Participant deferral / active EE | $4,749 | $3,170+49.8% | $3,985+19.2% | $4,310+10.2% |
| Admin fee / account holder | $175 | $160+9.4% | $6,832-97.4% | $188-7.0% |