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 |
|---|---|---|
Filed as: ONEDIGITAL Service code 15 · EIN 43-1451524 | Recordkeeping | $22,822 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,511 | $58,923-7.5% | $97,167-43.9% | $74,546-26.9% |
| Participation rate | 66.3% | 63.6%+2.7pp | 72.7%-6.4pp | 67.2%-0.9pp |
| Annual return | 11.52% | 16.04%-4.5pp | 75.27%-63.7pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,105 | $1,894-41.7% | $2,729-59.5% | $2,624-57.9% |
| Participant deferral / active EE | $1,800 | $3,664-50.9% | $4,264-57.8% | $4,347-58.6% |
| Admin fee / account holder | $287 | $1,974-85.5% | $5,650-94.9% | $1,944-85.3% |