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 9-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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,481 |
TIAA3+ years Service code 23 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Direct payment from the plan; Insuran... | $10,795 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,589 | $47,977-21.7% | $154,107-75.6% | $56,287-33.2% |
| Participation rate | 55.6% | 66.2%-10.5pp | 83.0%-27.4pp | 69.9%-14.2pp |
| Annual return | 9.01% | 3.54%+5.5pp | 735.12%-726.1pp | -9.96%+19.0pp |
| Employer contribution / active EE | $428 | $2,169-80.3% | $5,298-91.9% | $2,111-79.7% |
| Participant deferral / active EE | $2,069 | $2,392-13.5% | $5,081-59.3% | $3,350-38.2% |
| Admin fee / account holder | $163 | $438-62.8% | $13,411-98.8% | $521-68.7% |