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 ADVISORS2 years Filed as: ODYSSEY PERSONAL FINANCIAL ADVISORS Service code 26 500 SUN VALLEY DRIVE · ROSWELL, GA 30076 | Advisory (Participants) | $22,722 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $8,898 |
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.
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 | $32,829 | $83,477-60.7% | $125,175-73.8% | $72,985-55.0% |
| Participation rate | 67.0% | 73.3%-6.3pp | 79.8%-12.7pp | 69.5%-2.5pp |
| Annual return | 15.09% | 25.78%-10.7pp | 43.79%-28.7pp | 81.00%-65.9pp |
| Employer contribution / active EE | $1,740 | $2,345-25.8% | $3,865-55.0% | $2,440-28.7% |
| Participant deferral / active EE | $2,818 | $3,585-21.4% | $4,937-42.9% | $3,607-21.9% |
| Admin fee / account holder | $333 | $5,517-94.0% | $9,702-96.6% | $5,124-93.5% |