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 |
|---|---|---|
DOMINIC DIPIERO, NEWPORT CAPITAL7+ years Service code 22 12 BROAD STREET · RED BANK, NJ 07701 | Insurance Broker | $75,524 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,511 | $78,275+93.6% | $109,143+38.8% | $86,799+74.6% |
| Participation rate | 68.6% | 73.8%-5.2pp | 75.9%-7.3pp | 72.3%-3.7pp |
| Annual return | 11.54% | 19.14%-7.6pp | 25.75%-14.2pp | 97.91%-86.4pp |
| Employer contribution / active EE | $2,649 | $3,105-14.7% | $3,722-28.8% | $2,405+10.1% |
| Participant deferral / active EE | $4,977 | $3,641+36.7% | $4,653+7.0% | $4,131+20.5% |
| Admin fee / account holder | $68 | $198-65.8% | $6,752-99.0% | $170-60.0% |