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 |
|---|---|---|
BEAIRD HARRIS2 years Filed as: BEAIRD HARRIS WEALTH MANAGEMENT,INC Service code 27 12221 MERIT DRIVE, SUITE 750 · DALLAS, TX 75251 | Advisory (Plan) | $18,755 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $7,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,787 | $55,453-26.4% | $170,442-76.1% | $62,292-34.5% |
| Participation rate | 64.9% | 66.4%-1.5pp | 83.6%-18.7pp | 69.5%-4.6pp |
| Annual return | 17.27% | 21.38%-4.1pp | 205.93%-188.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,046 | $2,164-5.5% | $5,433-62.3% | $2,042+0.2% |
| Participant deferral / active EE | $3,840 | $2,303+66.8% | $4,939-22.3% | $3,169+21.2% |
| Admin fee / account holder | $274 | $455-39.7% | $13,880-98.0% | $479-42.8% |