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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,884 |
THREE BELL CAPITAL LLC3 years Filed as: THREE BELL CAPITAL, LLC Service code 26 4 MAIN STREET · LOS ALTOS, CA 94022 | Advisory (Participants) | $6,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,515 | $84,487-84.0% | $125,339-89.2% | $66,914-79.8% |
| Participation rate | 62.2% | 76.4%-14.2pp | 82.4%-20.2pp | 69.8%-7.6pp |
| Annual return | -17.53% | -8.39%-9.1pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,925 | $6,781-56.9% | $7,446-60.7% | $4,237-31.0% |
| Admin fee / account holder | $147 | $685-78.5% | $10,010-98.5% | $593-75.2% |