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 4-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+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,592 |
TFO-TDC, LLC1+ years Service code 26 1440 ARROWHEAD DRIVE · MAUMEE, OH 43537 | Advisory (Participants) | $21,585 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,758 | $87,733-83.2% | $106,548-86.1% | $85,850-82.8% |
| Participation rate | 71.4% | 71.9%-0.5pp | 76.1%-4.7pp | 69.3%+2.1pp |
| Annual return | 13.55% | 21.86%-8.3pp | 26.80%-13.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $5,246 | $2,073+153.1% | $2,819+86.1% | $2,565+104.5% |
| Participant deferral / active EE | $1,686 | $3,469-51.4% | $4,398-61.7% | $3,952-57.3% |
| Admin fee / account holder | $247 | $6,767-96.3% | $7,407-96.7% | $6,260-96.0% |