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 |
|---|---|---|
PORTSIDE WEALTH GROUP2 years Service code 26 3507 N UNIVERSITY AVE STE 150 · PROVO, UT 84604 | Advisory (Participants) | $28,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,602 | $59,097-56.7% | $82,389-68.9% | $74,304-65.5% |
| Participation rate | 6.2% | 52.8%-46.5pp | 69.5%-63.3pp | 60.3%-54.1pp |
| Annual return | 12.14% | 22.85%-10.7pp | 28.67%-16.5pp | 29.43%-17.3pp |
| Employer contribution / active EE | $997 | $1,601-37.7% | $2,517-60.4% | $2,241-55.5% |
| Participant deferral / active EE | $2,830 | $2,775+2.0% | $4,155-31.9% | $3,767-24.9% |
| Admin fee / account holder | $200 | $4,489-95.5% | $7,231-97.2% | $2,969-93.2% |