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 |
|---|---|---|
MARTIN & ASSOCIATES3+ years Service code 26 · EIN 72-1459510 INVESTMENT ADVISORY SERVICES L.L.C. · MANDEVILLE, LA 70471 | Advisory (Participants) | $28,302 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $12,634 |
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 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 | $50,278 | $57,354-12.3% | $83,848-40.0% | $64,186-21.7% |
| Participation rate | 68.6% | 68.6%0pp | 76.1%-7.6pp | 69.6%-1.0pp |
| Annual return | -6.12% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,455 | $2,545-42.8% | $3,631-59.9% | $2,381-38.9% |
| Participant deferral / active EE | $4,024 | $2,993+34.4% | $4,082-1.4% | $3,470+16.0% |
| Admin fee / account holder | $594 | $4,046-85.3% | $5,478-89.1% | $4,888-87.8% |