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 CAPITAL8+ years Service code 22 12 BROAD STREET · RED BANK, NJ 07701 | Insurance Broker | $76,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,549 | $106,236+14.4% | $112,228+8.3% | $64,808+87.6% |
| Participation rate | 68.5% | 71.7%-3.2pp | 75.1%-6.6pp | 71.5%-3.0pp |
| Annual return | -12.07% | -6.02%-6.1pp | 27.45%-39.5pp | 32.82%-44.9pp |
| Employer contribution / active EE | $2,735 | $3,166-13.6% | $3,635-24.7% | $2,506+9.2% |
| Participant deferral / active EE | $5,048 | $3,785+33.4% | $4,728+6.8% | $4,310+17.1% |
| Admin fee / account holder | $339 | $452-24.9% | $6,410-94.7% | $188+80.5% |