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 |
|---|---|---|
ROLLOVER SYSTEMS, INC.1 year Filed as: ROLLOVER SYSTEMS, LLC Service code 26 4135 SOUTH STREAM BOULEVARD · CHARLOTTE, NC 28217 | Advisory (Participants) | $23,149 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, LLC Service code 13 · EIN 27-2037969 | Contract Administrator | $18,083 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,092 | $72,012-54.0% | $185,823-82.2% | $79,858-58.6% |
| Participation rate | 94.7% | 65.8%+29.0pp | 78.0%+16.7pp | 69.6%+25.1pp |
| Annual return | 10.62% | 23.12%-12.5pp | 35.95%-25.3pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,637 | $1,965-16.7% | $4,087-60.0% | $2,471-33.8% |
| Participant deferral / active EE | $4,293 | $3,779+13.6% | $5,632-23.8% | $3,740+14.8% |
| Admin fee / account holder | $299 | $4,513-93.4% | $9,500-96.9% | $5,306-94.4% |