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 7-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 |
|---|---|---|
Filed as: IFP ADVISORS, LLC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $11,128 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,700 | $59,159-54.9% | $159,960-83.3% | $66,914-60.1% |
| Participation rate | 32.7% | 68.1%-35.4pp | 78.0%-45.3pp | 69.8%-37.1pp |
| Annual return | -20.25% | -12.26%-8.0pp | 408.60%-428.9pp | 1.58%-21.8pp |
| Employer contribution / active EE | $1,495 | $1,983-24.6% | $4,226-64.6% | $2,544-41.2% |
| Participant deferral / active EE | $2,334 | $4,395-46.9% | $6,182-62.3% | $4,237-44.9% |
| Admin fee / account holder | $260 | $591-56.1% | $8,698-97.0% | $593-56.3% |