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 | $18,047 |
MERIDIAN WEALTH MANAGEMENT LLC8+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 26 · EIN 26-4542513 | Advisory (Participants) | $16,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,923 | $46,292-65.6% | $143,757-88.9% | $64,808-75.4% |
| Participation rate | 38.0% | 64.2%-26.2pp | 80.3%-42.3pp | 71.5%-33.5pp |
| Annual return | -15.68% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $411 | $1,910-78.5% | $4,951-91.7% | $2,506-83.6% |
| Participant deferral / active EE | $583 | $2,646-78.0% | $5,637-89.7% | $4,310-86.5% |
| Admin fee / account holder | $173 | $154+12.7% | $14,673-98.8% | $188-7.7% |