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 CAPITAL9+ years Service code 22 12 BROAD STREET · RED BANK, NJ 07701 | Insurance Broker | $67,057 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,360 | $92,971+29.5% | $96,683+24.5% | $74,419+61.7% |
| Participation rate | 64.9% | 71.5%-6.7pp | 74.3%-9.5pp | 70.7%-5.9pp |
| Annual return | 11.97% | 37.49%-25.5pp | 35.69%-23.7pp | 34.38%-22.4pp |
| Employer contribution / active EE | $2,681 | $3,426-21.8% | $3,737-28.3% | $2,637+1.6% |
| Participant deferral / active EE | $5,184 | $3,970+30.6% | $4,878+6.3% | $4,528+14.5% |
| Admin fee / account holder | $368 | $633-41.8% | $6,730-94.5% | $348+5.8% |