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.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $30,481 |
WRFA1 year Filed as: WRFA, LLC Service code 27 1411 SECOND LOOP RD · FLORENCE, SC 29505 | Advisory (Plan) | $18,236 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,653 | $56,047-47.1% | $98,716-70.0% | $79,634-62.8% |
| Participation rate | 56.9% | 54.6%+2.3pp | 69.3%-12.4pp | 62.5%-5.6pp |
| Annual return | 11.49% | 17.58%-6.1pp | 31.81%-20.3pp | 36.46%-25.0pp |
| Employer contribution / active EE | $952 | $1,237-23.0% | $2,279-58.2% | $2,529-62.3% |
| Participant deferral / active EE | $1,063 | $2,469-57.0% | $4,048-73.7% | $3,835-72.3% |
| Admin fee / account holder | $205 | $1,512-86.5% | $8,703-97.6% | $1,002-79.6% |