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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $95,697 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $80,545 |
Filed as: PROCOURSE FIDUCIARY ADV Service code 27 · EIN 45-5291215 | Advisory (Plan) | $39,981 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $9,436 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,587 | $49,890-26.7% | $104,607-65.0% | $106,222-65.6% |
| Participation rate | 12.6% | 45.0%-32.5pp | 74.1%-61.5pp | 70.8%-58.2pp |
| Annual return | 17.49% | 18.07%-0.6pp | 340.46%-323.0pp | 21.69%-4.2pp |
| Employer contribution / active EE | $217 | $809-73.2% | $2,681-91.9% | $2,723-92.0% |
| Participant deferral / active EE | $356 | $1,699-79.1% | $3,740-90.5% | $4,600-92.3% |
| Admin fee / account holder | $112 | $56+98.4% | $6,473-98.3% | $78+42.4% |