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 |
|---|---|---|
WEINSTEIN ZUGMAN, LLC1 year Filed as: WEINSTEIN SPIRA Service code 10 3773 RICHMOND AVE · HOUSTON, TX 77046 | Accounting | $11,772 |
NEWPORT GROUP, INC.11+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,294 |
Annual investment return 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 | $162,632 | $109,881+48.0% | $150,045+8.4% | $84,808+91.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.03% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,846 | $3,561-20.1% | $4,693-39.4% | $2,631+8.2% |
| Participant deferral / active EE | $6,581 | $6,636-0.8% | $7,997-17.7% | $4,212+56.3% |
| Admin fee / account holder | $237 | $8,568-97.2% | $13,435-98.2% | $7,344-96.8% |