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 |
|---|---|---|
CERITY PARTNERS2 years Service code 27 · EIN 35-2467663 335 MADISON AVE. · NEW YORK, NY 10017 | Advisory (Plan) | $27,602 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,263 |
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 | $70,191 | $59,159+18.6% | $159,960-56.1% | $66,914+4.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -13.96% | -12.26%-1.7pp | 408.60%-422.6pp | 1.58%-15.5pp |
| Employer contribution / active EE | $725 | $1,983-63.4% | $4,226-82.8% | $2,544-71.5% |
| Participant deferral / active EE | $7,791 | $4,395+77.3% | $6,182+26.0% | $4,237+83.9% |
| Admin fee / account holder | $354 | $591-40.0% | $8,698-95.9% | $593-40.3% |