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, LLC9+ years Filed as: WESTPORT BENEFITS GROUP Service code 15 7 PHEASANT LANE · WESTPORT, CT 06880 | Recordkeeping | $17,742 |
SENTINEL PENSION ADVISORS9+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $9,391 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,427 | $65,557-55.1% | $64,056-54.1% | $71,457-58.8% |
| Participation rate | 43.6% | 73.2%-29.6pp | 72.3%-28.7pp | 67.9%-24.3pp |
| Annual return | 18.32% | 18.94%-0.6pp | 33.69%-15.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $911 | $2,669-65.9% | $2,747-66.8% | $2,588-64.8% |
| Participant deferral / active EE | $2,183 | $3,626-39.8% | $3,880-43.7% | $4,289-49.1% |
| Admin fee / account holder | $172 | $616-72.1% | $3,068-94.4% | $1,587-89.2% |