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 9-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 |
|---|---|---|
ATFINANCIAL6 years Service code 13 · EIN 92-6009524 | Contract Administrator | $28,898 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $5,475 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,576 | $50,458-69.1% | $159,960-90.3% | $64,808-76.0% |
| Participation rate | 86.1% | 68.0%+18.0pp | 78.0%+8.1pp | 71.5%+14.6pp |
| Annual return | -13.63% | -13.42%-0.2pp | 408.60%-422.2pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,321 | $1,722-23.3% | $4,226-68.7% | $2,506-47.3% |
| Participant deferral / active EE | $4,642 | $4,004+16.0% | $6,182-24.9% | $4,310+7.7% |
| Admin fee / account holder | $61 | $706-91.4% | $8,698-99.3% | $188-67.5% |