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.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $28,671 |
COUNTRY TRUST BANK3 years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $5,448 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,826 | $46,292-48.5% | $143,757-83.4% | $64,808-63.2% |
| Participation rate | 44.8% | 64.2%-19.4pp | 80.3%-35.5pp | 71.5%-26.7pp |
| Annual return | -17.77% | -10.05%-7.7pp | -0.04%-17.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,069 | $1,910-44.0% | $4,951-78.4% | $2,506-57.3% |
| Participant deferral / active EE | $1,682 | $2,646-36.4% | $5,637-70.2% | $4,310-61.0% |
| Admin fee / account holder | $171 | $154+11.3% | $14,673-98.8% | $188-8.8% |