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 |
|---|---|---|
WESTPORT CAPITAL MARKETS, LLC1+ years Filed as: WESTPORT BENEFITS GROUP Service code 15 7 PHEASANT LANE · WESTPORT, CT 06880 | Recordkeeping | $7,464 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $5,006 |
Participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,543 | $51,769-85.4% | $57,343-86.8% | $52,331-85.6% |
| Participation rate | 75.5% | 75.2%+0.2pp | 75.1%+0.4pp | 68.1%+7.4pp |
| Annual return | -0.13% | 2.43%-2.6pp | 24.39%-24.5pp | 4.54%-4.7pp |
| Employer contribution / active EE | $561 | $2,335-76.0% | $2,689-79.1% | $1,882-70.2% |
| Participant deferral / active EE | $819 | $2,794-70.7% | $3,162-74.1% | $3,022-72.9% |
| Admin fee / account holder | $54 | $295-81.8% | $3,356-98.4% | $592-90.9% |