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 |
|---|---|---|
BAM ADVISOR SERVICES4 years Service code 26 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Advisory (Participants) | $17,458 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,271 | $82,664-28.3% | $125,339-52.7% | $68,494-13.5% |
| Participation rate | 60.8% | 75.0%-14.2pp | 82.4%-21.6pp | 67.9%-7.1pp |
| Annual return | -12.28% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,445 | $3,381-57.3% | $4,814-70.0% | $2,596-44.4% |
| Participant deferral / active EE | $5,785 | $6,110-5.3% | $7,446-22.3% | $4,027+43.6% |
| Admin fee / account holder | $343 | $6,275-94.5% | $10,010-96.6% | $5,403-93.6% |