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 |
|---|---|---|
WEBSTERROGERS LLP1 year Filed as: WEBSTERROGERS FINANCIAL ADVISORS Service code 27 1411 SECOND LOOP ROAD · FLORENCE, SC 29505 | Advisory (Plan) | $7,895 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $7,289 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,627 | $51,045-87.0% | $70,515-90.6% | $71,457-90.7% |
| Participation rate | 78.7% | 59.4%+19.3pp | 68.3%+10.4pp | 67.9%+10.8pp |
| Annual return | 49.85% | 42.63%+7.2pp | 32.77%+17.1pp | 28.85%+21.0pp |
| Employer contribution / active EE | $582 | $1,790-67.5% | $2,973-80.4% | $2,588-77.5% |
| Participant deferral / active EE | $1,800 | $3,026-40.5% | $4,567-60.6% | $4,289-58.0% |
| Admin fee / account holder | $91 | $1,994-95.4% | $6,412-98.6% | $1,587-94.3% |