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, LLC3+ years Filed as: WESTPORT BENEFITS GROUP Service code 15 7 PHEASANT LANE · WESTPORT, CT 06880 | Recordkeeping | $8,825 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $9,104 | $57,976-84.3% | $62,995-85.5% | $62,292-85.4% |
| Participation rate | 65.8% | 75.9%-10.1pp | 74.8%-9.0pp | 69.5%-3.7pp |
| Annual return | 20.19% | 17.54%+2.6pp | 87.57%-67.4pp | 28.90%-8.7pp |
| Employer contribution / active EE | $431 | $2,415-82.1% | $2,759-84.4% | $2,042-78.9% |
| Participant deferral / active EE | $1,277 | $2,956-56.8% | $3,329-61.6% | $3,169-59.7% |
| Admin fee / account holder | $52 | $276-81.0% | $3,600-98.5% | $479-89.1% |