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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $59,129 |
EVERHART ADVISORS1 year Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $10,846 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,881 | $43,411-86.5% | $94,993-93.8% | $69,631-91.6% |
| Participation rate | 99.5% | 64.4%+35.1pp | 73.9%+25.6pp | 70.7%+28.8pp |
| Annual return | 19.38% | 22.54%-3.2pp | 27.12%-7.7pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $1,177 | $1,202-2.1% | $2,603-54.8% | $2,032-42.1% |
| Participant deferral / active EE | $1,196 | $2,384-49.9% | $3,317-64.0% | $3,224-62.9% |
| Admin fee / account holder | $120 | $87+37.0% | $4,960-97.6% | $110+8.3% |