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 |
|---|---|---|
ODYSSEY ADVISORS1 year Filed as: ODYSSEY PERSONAL FINANCIAL ADVISORS Service code 26 500 SUN VALLEY DRIVE · ROSWELL, GA 30076 | Advisory (Participants) | $20,343 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $9,842 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,567 | $72,404-64.7% | $110,238-76.8% | $64,186-60.2% |
| Participation rate | 83.7% | 73.3%+10.4pp | 79.8%+3.9pp | 69.6%+14.2pp |
| Annual return | -2.94% | -6.29%+3.3pp | 314.74%-317.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,912 | $2,282-16.2% | $3,826-50.0% | $2,381-19.7% |
| Participant deferral / active EE | $3,405 | $3,469-1.9% | $4,672-27.1% | $3,470-1.9% |
| Admin fee / account holder | $312 | $5,664-94.5% | $8,547-96.3% | $4,888-93.6% |