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, LLC5+ years Filed as: WESTPORT BENEFITS GROUP Service code 15 7 PHEASANT LANE · WESTPORT, CT 06880 | Recordkeeping | $10,456 |
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $5,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,221 | $60,795-68.4% | $69,455-72.3% | $65,185-70.5% |
| Participation rate | 52.8% | 74.9%-22.1pp | 74.6%-21.9pp | 70.2%-17.4pp |
| Annual return | 24.00% | 17.46%+6.5pp | 28.97%-5.0pp | 29.38%-5.4pp |
| Employer contribution / active EE | $654 | $2,452-73.3% | $2,779-76.5% | $2,177-69.9% |
| Participant deferral / active EE | $1,489 | $3,162-52.9% | $3,535-57.9% | $3,514-57.6% |
| Admin fee / account holder | $103 | $314-67.2% | $3,839-97.3% | $847-87.8% |