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 |
|---|---|---|
Service code 10 · EIN 22-1655803 | Accounting | $18,000 |
AMERICAN FUNDS7 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $16,875 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,601 | $101,724-44.4% | $164,813-65.7% | $80,856-30.0% |
| Participation rate | 81.0% | 71.8%+9.1pp | 78.6%+2.3pp | 67.6%+13.3pp |
| Annual return | 14.91% | 16.72%-1.8pp | 69.93%-55.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $29 | $2,953-99.0% | $4,341-99.3% | $2,755-98.9% |
| Participant deferral / active EE | $4,541 | $4,477+1.4% | $6,031-24.7% | $4,296+5.7% |
| Admin fee / account holder | $298 | $8,227-96.4% | $12,690-97.6% | $6,918-95.7% |