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 MAZARS WEALTH ADVISORS, LLC Service code 27 910 E. ST. LOUIS · SPRINGFIELD, MO 658011190 | Advisory (Plan) | $35,878 |
NEWPORT GROUP, INC.9+ years Filed as: THE NEWPORT GROUP, INC. Service code 15 · EIN 27-2037969 | Recordkeeping | $10,574 |
NEWPORT GROUP, INC.9+ years Filed as: THE NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Direct payment from the plan; Trustee... | $3,872 |
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 | $69,387 | $122,239-43.2% | $184,203-62.3% | $74,495-6.9% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 13.39% | 19.95%-6.6pp | 28.81%-15.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,635 | $4,537-64.0% | $6,427-74.6% | $2,623-37.7% |
| Participant deferral / active EE | $3,713 | $7,139-48.0% | $9,131-59.3% | $4,346-14.6% |
| Admin fee / account holder | $332 | $1,260-73.6% | $13,901-97.6% | $1,942-82.9% |