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, LLC6+ years Filed as: WESTPORT BENEFITS GROUP Service code 15 7 PHEASANT LANE · WESTPORT, CT 06880 | Recordkeeping | $11,904 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $6,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,775 | $65,322-63.6% | $70,449-66.3% | $73,488-67.6% |
| Participation rate | 56.3% | 77.0%-20.7pp | 75.1%-18.8pp | 70.7%-14.4pp |
| Annual return | 16.73% | 15.71%+1.0pp | 109.03%-92.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $848 | $2,460-65.5% | $2,737-69.0% | $2,270-62.7% |
| Participant deferral / active EE | $2,051 | $3,375-39.2% | $3,709-44.7% | $3,740-45.1% |
| Admin fee / account holder | $126 | $214-41.3% | $3,845-96.7% | $513-75.5% |