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, LLC8+ years Filed as: WESTPORT BENEFITS GROUP Service code 15 7 PHEASANT LANE · WESTPORT, CT 06880 | Recordkeeping | $16,078 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $7,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,574 | $60,989-59.7% | $60,874-59.6% | $66,914-63.3% |
| Participation rate | 51.5% | 74.5%-22.9pp | 73.1%-21.6pp | 69.8%-18.3pp |
| Annual return | -16.55% | -9.60%-7.0pp | 16.90%-33.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,057 | $2,661-60.3% | $2,701-60.9% | $2,544-58.4% |
| Participant deferral / active EE | $2,774 | $3,615-23.3% | $3,817-27.3% | $4,237-34.5% |
| Admin fee / account holder | $150 | $338-55.7% | $3,224-95.3% | $593-74.7% |