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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS WEALTH ADVISORS, LLC Service code 27 910 E. ST. LOUIS · SPRINGFIELD, MO 658011190 | Advisory (Plan) | $24,805 |
NEWPORT GROUP, INC.7+ years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $16,241 |
NEWPORT GROUP, INC.7+ years Filed as: THE NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Claims processing... | $3,307 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,498 | $102,553-43.9% | $151,611-62.1% | $66,914-14.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.49% | -10.82%-4.7pp | 3.33%-18.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,574 | $4,180-62.4% | $6,166-74.5% | $2,544-38.1% |
| Participant deferral / active EE | $3,661 | $6,641-44.9% | $8,363-56.2% | $4,237-13.6% |
| Admin fee / account holder | $329 | $630-47.8% | $11,616-97.2% | $593-44.6% |