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.7 years Service code 15 · EIN 27-2037969 | Recordkeeping | $123,747 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $123,717 |
GREENSPRING ADVISORS, LLC3 years Service code 15 · EIN 82-5320133 | Recordkeeping | $39,015 |
Service code 15 · EIN 52-1399339 | Recordkeeping | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,929 | $50,127-2.4% | $149,673-67.3% | $80,160-39.0% |
| Participation rate | 58.6% | 64.3%-5.7pp | 78.8%-20.2pp | 72.9%-14.4pp |
| Annual return | 21.33% | 29.82%-8.5pp | 134.42%-113.1pp | 40.38%-19.1pp |
| Employer contribution / active EE | $2 | $1,865-99.9% | $4,818-100.0% | $2,978-99.9% |
| Participant deferral / active EE | $3,614 | $3,194+13.2% | $5,680-36.4% | $5,017-28.0% |
| Admin fee / account holder | $162 | $153+6.4% | $13,210-98.8% | $145+12.1% |