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.4 years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $149,507 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $62,117 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $16,922 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,478 | $53,911-69.4% | $130,648-87.4% | $77,787-78.8% |
| Participation rate | 94.5% | 60.2%+34.3pp | 71.7%+22.8pp | 73.2%+21.3pp |
| Annual return | 21.05% | 21.93%-0.9pp | 1708.96%-1687.9pp | 32.57%-11.5pp |
| Employer contribution / active EE | $879 | $1,826-51.9% | $4,092-78.5% | $2,504-64.9% |
| Participant deferral / active EE | $2,205 | $2,288-3.6% | $3,603-38.8% | $3,967-44.4% |
| Admin fee / account holder | $115 | $129-10.5% | $5,464-97.9% | $100+15.1% |