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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $7,542 |
THREE BELL CAPITAL LLC2 years Filed as: THREE BELL CAPITAL, LLC Service code 26 4 MAIN STREET · LOS ALTOS, CA 94022 | Advisory (Participants) | $6,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,237 | $104,475-76.8% | $159,436-84.8% | $79,386-69.5% |
| Participation rate | 62.2% | 76.6%-14.4pp | 82.8%-20.6pp | 70.7%-8.5pp |
| Annual return | 16.80% | 67.95%-51.1pp | 263.57%-246.8pp | 116.85%-100.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,156 | $6,467-4.8% | $7,352-16.3% | $4,046+52.2% |
| Admin fee / account holder | $144 | $711-79.8% | $10,799-98.7% | $626-77.0% |