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 26 · EIN 59-3331424 3030 N ROCKY POINT DRIVE SUITE 700 · TAMPA, FL 33607 | Advisory (Participants) | $29,187 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 49 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $625 |
NEWPORT GROUP, INC.7 years Service code 26 · EIN 27-2037969 200 DRYDEN ROAD · DRESHER, PA 19025 | Advisory (Participants) | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,983 | $68,914+36.4% | $136,749-31.3% | $74,304+26.5% |
| Participation rate | 64.7% | 51.3%+13.4pp | 72.1%-7.4pp | 60.3%+4.4pp |
| Annual return | 11.28% | 16.34%-5.1pp | 24.33%-13.0pp | 29.43%-18.2pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,520 | $2,541+77.9% | $4,692-3.7% | $3,767+20.0% |
| Admin fee / account holder | $294 | $3,149-90.7% | $11,386-97.4% | $2,969-90.1% |