See peer percentile detail. $4.99 for your first month.
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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, LLC10+ years Filed as: WESTPORT BENEFITS GROUP Service code 27 7 PHEASANT LANE · WESTPORT, CT 06880 | Advisory (Plan) | $20,745 |
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $12,581 |
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 | $30,810 | $69,763-55.8% | $67,502-54.4% | $74,495-58.6% |
| Participation rate | 46.3% | 71.4%-25.1pp | 72.9%-26.6pp | 67.2%-20.9pp |
| Annual return | 13.33% | -40.34%+53.7pp | 3512.12%-3498.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $911 | $2,704-66.3% | $2,731-66.6% | $2,623-65.3% |
| Participant deferral / active EE | $2,132 | $3,636-41.3% | $4,000-46.7% | $4,346-50.9% |
| Admin fee / account holder | $216 | $896-75.8% | $3,998-94.6% | $1,942-88.9% |