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.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,579 |
MERIDIAN WEALTH MANAGEMENT LLC9+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 26 · EIN 26-4542513 | Advisory (Participants) | $8,250 |
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 | $17,456 | $47,126-63.0% | $149,673-88.3% | $74,419-76.5% |
| Participation rate | 37.0% | 63.4%-26.4pp | 78.8%-41.7pp | 70.7%-33.7pp |
| Annual return | 14.30% | 22.75%-8.5pp | 134.42%-120.1pp | 34.38%-20.1pp |
| Employer contribution / active EE | $453 | $1,905-76.2% | $4,818-90.6% | $2,637-82.8% |
| Participant deferral / active EE | $651 | $2,728-76.2% | $5,680-88.5% | $4,528-85.6% |
| Admin fee / account holder | $145 | $343-57.7% | $13,210-98.9% | $348-58.4% |