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.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $4,761 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $4,060 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $880 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,038 | $91,552-72.7% | $133,956-81.3% | $79,858-68.6% |
| Participation rate | 47.7% | 73.3%-25.6pp | 79.8%-32.1pp | 69.6%-21.9pp |
| Annual return | 19.67% | 61.85%-42.2pp | 45.09%-25.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,815 | $2,384-23.9% | $3,919-53.7% | $2,471-26.6% |
| Participant deferral / active EE | $3,294 | $3,733-11.8% | $5,048-34.7% | $3,740-11.9% |
| Admin fee / account holder | $103 | $6,321-98.4% | $8,927-98.8% | $5,306-98.1% |