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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Recordk... | $11,640 |
MARTINET RECCHIA1+ years Filed as: MARTINET & RECCHIA Service code 10 · EIN 34-1331802 | Accounting | $8,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,593 | $22,714-57.8% | $59,496-83.9% | $55,191-82.6% |
| Participation rate | 25.2% | 37.5%-12.3pp | 54.6%-29.4pp | 69.2%-44.0pp |
| Annual return | 0.15% | -44.01%+44.2pp | 182.05%-181.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $116 | $418-72.2% | $1,153-89.9% | $1,899-93.9% |
| Participant deferral / active EE | $617 | $843-26.9% | $1,829-66.3% | $3,046-79.8% |
| Admin fee / account holder | $87 | $83+4.5% | $2,232-96.1% | $91-4.0% |