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 |
|---|---|---|
ACG ADVISORY SERVICES1 year Service code 27 · EIN 54-1583006 | Advisory (Plan) | $47,697 |
NEWPORT GROUP, INC.8+ years Service code 37 · EIN 27-2037969 | Loan Processing | $36,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,495 | $76,050+65.0% | $96,544+30.0% | $71,457+75.6% |
| Participation rate | 65.0% | 74.4%-9.4pp | 76.0%-11.0pp | 67.9%-2.9pp |
| Annual return | 15.37% | 22.81%-7.4pp | 25.84%-10.5pp | 28.85%-13.5pp |
| Employer contribution / active EE | $3,522 | $2,244+56.9% | $2,965+18.8% | $2,588+36.1% |
| Participant deferral / active EE | $5,004 | $4,215+18.7% | $4,851+3.2% | $4,289+16.7% |
| Admin fee / account holder | $326 | $2,707-87.9% | $8,252-96.0% | $1,587-79.4% |