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, LLC7+ years Filed as: WESTPORT BENEFITS GROUP Service code 15 7 PHEASANT LANE · WESTPORT, CT 06880 | Recordkeeping | $15,972 |
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $7,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,012 | $74,706-62.5% | $75,696-63.0% | $79,386-64.7% |
| Participation rate | 53.4% | 75.3%-21.9pp | 74.8%-21.4pp | 70.7%-17.3pp |
| Annual return | 15.19% | 18.52%-3.3pp | 104.53%-89.3pp | 116.85%-101.7pp |
| Employer contribution / active EE | $819 | $2,590-68.4% | $2,743-70.1% | $2,427-66.3% |
| Participant deferral / active EE | $2,089 | $3,533-40.9% | $3,821-45.3% | $4,046-48.4% |
| Admin fee / account holder | $157 | $374-58.1% | $3,619-95.7% | $626-74.9% |