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 4-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 |
|---|---|---|
ROSSELOT FINANCIAL GROUP2 years Filed as: THE ROSSELOT FINANCIAL GROUP Service code 27 · EIN 31-1154703 | Advisory (Plan) | $43,372 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Float revenue; Participant communicat... | $19,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,449 | $106,028-71.3% | $146,958-79.3% | $77,643-60.8% |
| Participation rate | 57.1% | 78.4%-21.2pp | 82.2%-25.0pp | 70.6%-13.4pp |
| Annual return | 12.65% | 56.73%-44.1pp | 418.34%-405.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,482 | $4,063-38.9% | $4,933-49.7% | $2,726-8.9% |
| Participant deferral / active EE | $4,167 | $7,990-47.8% | $8,070-48.4% | $4,647-10.3% |
| Admin fee / account holder | $209 | $337-38.2% | $12,998-98.4% | $430-51.5% |