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 7-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 year Service code 13 · EIN 27-2037969 | Contract Administrator | $37,827 |
TFO-TDC, LLC1 year Service code 26 1440 ARROWHEAD DRIVE · MAUMEE, OH 43537 | Advisory (Participants) | $11,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,061 | $74,347-70.3% | $93,606-76.4% | $67,579-67.4% |
| Participation rate | 58.8% | 80.6%-21.8pp | 75.8%-17.0pp | 71.3%-12.5pp |
| Annual return | 29.70% | 28.07%+1.6pp | 32.76%-3.1pp | 378.56%-348.9pp |
| Employer contribution / active EE | $0 | $2,583-100.0% | $2,718-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,353 | $4,060-66.7% | $4,069-66.7% | $3,539-61.8% |
| Admin fee / account holder | $224 | $123+82.5% | $7,888-97.2% | $142+57.3% |