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 HARRIS3 years Filed as: BEAIRD HARRIS WEALTH MANAGEMENT,INC Service code 27 12221 MERIT DRIVE, SUITE 750 · DALLAS, TX 75251 | Advisory (Plan) | $22,553 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $7,675 |
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.)
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 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 | $43,040 | $47,977-10.3% | $154,107-72.1% | $56,287-23.5% |
| Participation rate | 62.3% | 66.2%-3.9pp | 83.0%-20.7pp | 69.9%-7.6pp |
| Annual return | -7.35% | 3.54%-10.9pp | 735.12%-742.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $2,089 | $2,169-3.7% | $5,298-60.6% | $2,111-1.0% |
| Participant deferral / active EE | $4,317 | $2,392+80.5% | $5,081-15.0% | $3,350+28.9% |
| Admin fee / account holder | $312 | $438-28.9% | $13,411-97.7% | $521-40.2% |