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.3 years Service code 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $19,341 |
WALKER, GIROUX, & HAHNE LLC3 years Service code 10 · EIN 46-3893925 | Accounting | $8,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,061 | $66,302-62.2% | $110,238-77.3% | $56,287-55.5% |
| Participation rate | 90.6% | 74.9%+15.7pp | 79.8%+10.7pp | 69.9%+20.7pp |
| Annual return | -5.90% | -1.18%-4.7pp | 314.74%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,893 | $3,381-44.0% | $4,672-59.5% | $3,350-43.5% |
| Admin fee / account holder | $69 | $698-90.1% | $8,547-99.2% | $521-86.7% |