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.2 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $18,930 |
SYNOVUS TRUST COMPANY3+ years Service code 27 · EIN 58-2146977 | Advisory (Plan) | $16,656 |
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).
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 | $33,044 | $58,726-43.7% | $92,233-64.2% | $62,292-47.0% |
| Participation rate | 66.5% | 68.3%-1.8pp | 76.5%-9.9pp | 69.5%-3.0pp |
| Annual return | 16.97% | 43.62%-26.6pp | 176.28%-159.3pp | 28.90%-11.9pp |
| Employer contribution / active EE | $321 | $2,392-86.6% | $3,679-91.3% | $2,042-84.3% |
| Participant deferral / active EE | $1,901 | $2,766-31.3% | $3,897-51.2% | $3,169-40.0% |
| Admin fee / account holder | $197 | $556-64.7% | $5,194-96.2% | $479-59.0% |