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 |
|---|---|---|
DOMANI WEALTH LLC1+ years Filed as: PARENTEBEARD WEALTH MANAGEMENT Service code 27 1027 MUMMA ROAD · WORMLEYSBURG, PA 17043 | Advisory (Plan) | $25,422 |
NEWPORT GROUP, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,765 |
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 | $87,045 | $52,681+65.2% | $75,781+14.9% | $59,632+46.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.46% | 2.95%-6.4pp | 9.68%-13.1pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $10,832 | $2,193+393.9% | $3,323+225.9% | $2,203+391.8% |
| Participant deferral / active EE | $1,305 | $2,591-49.6% | $3,651-64.3% | $3,192-59.1% |
| Admin fee / account holder | $351 | $3,610-90.3% | $5,299-93.4% | $4,297-91.8% |