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.6 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $21,359 |
MARTINET RECCHIA7+ years Filed as: MARTINET & RECCHIA Service code 10 · EIN 34-1331802 | Accounting | $10,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,167 | $39,286-69.0% | $80,716-84.9% | $79,386-84.7% |
| Participation rate | 21.8% | 41.0%-19.2pp | 54.2%-32.4pp | 70.7%-48.9pp |
| Annual return | 13.38% | 98.95%-85.6pp | 87.28%-73.9pp | 116.85%-103.5pp |
| Employer contribution / active EE | $30 | $594-95.0% | $1,160-97.4% | $2,427-98.8% |
| Participant deferral / active EE | $851 | $1,264-32.6% | $2,146-60.3% | $4,046-79.0% |
| Admin fee / account holder | $220 | $647-66.0% | $3,380-93.5% | $626-64.9% |