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 9-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 |
|---|---|---|
CJM WEALTH MANAGEMENT4+ years Service code 26 724 LONG ISLAND AVE · DEER CREEK, NY 11729 | Advisory (Participants) | $29,853 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,404 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,414 | $85,135-63.1% | $98,907-68.2% | $73,409-57.2% |
| Participation rate | 65.3% | 81.1%-15.9pp | 76.0%-10.7pp | 72.2%-6.9pp |
| Annual return | 9.92% | 19.14%-9.2pp | 196.43%-186.5pp | 59.29%-49.4pp |
| Employer contribution / active EE | $1,368 | $2,721-49.7% | $2,689-49.1% | $2,234-38.7% |
| Participant deferral / active EE | $2,550 | $4,349-41.4% | $4,244-39.9% | $3,805-33.0% |
| Admin fee / account holder | $166 | $139+19.0% | $6,642-97.5% | $158+5.0% |