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.2+ years Filed as: NEWPORT GROUP Service code 14 · EIN 45-2164254 | Plan Administrator | $19,825 |
REDPATH AND COMPANY1 year Filed as: REDPATH Service code 10 · EIN 41-0975573 | Accounting | $9,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,573 | $64,909-77.5% | $82,313-82.3% | $62,292-76.6% |
| Participation rate | 99.0% | 74.9%+24.1pp | 76.9%+22.1pp | 69.5%+29.5pp |
| Annual return | 15.17% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,435 | $1,676-14.4% | $2,428-40.9% | $2,042-29.8% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $94 | $440-78.7% | $5,608-98.3% | $479-80.5% |