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 12 · EIN 27-2037969 | Claims processing; Sub-transfer agenc... | $34,032 |
KAPTEIN DYKSTRA & COMPANY PC2 years Filed as: KAPTEIN DYKSTRA AND COMPANY Service code 10 · EIN 38-2939866 | Accounting | $17,500 |
MILLER JOHNSON2 years Service code 29 409 EAST JEFFERSON AVE · DETROIT, MI 48226 | Legal | $13,167 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,990 | $110,094-67.3% | $151,611-76.3% | $68,494-47.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.97% | -10.12%-4.9pp | 3.33%-18.3pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,245 | $4,471-49.8% | $6,166-63.6% | $2,596-13.5% |
| Participant deferral / active EE | $2,986 | $6,527-54.3% | $8,363-64.3% | $4,027-25.9% |
| Admin fee / account holder | $243 | $7,719-96.8% | $11,616-97.9% | $5,403-95.5% |