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 MANAGEMENT5+ years Service code 26 724 LONG ISLAND AVE · DEER CREEK, NY 11729 | Advisory (Participants) | $39,321 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,033 | $93,131-57.0% | $106,548-62.4% | $86,799-53.9% |
| Participation rate | 50.7% | 81.4%-30.8pp | 76.1%-25.5pp | 72.3%-21.6pp |
| Annual return | 13.95% | 19.45%-5.5pp | 26.80%-12.8pp | 97.91%-84.0pp |
| Employer contribution / active EE | $1,103 | $2,895-61.9% | $2,819-60.9% | $2,405-54.1% |
| Participant deferral / active EE | $2,178 | $4,708-53.7% | $4,398-50.5% | $4,131-47.3% |
| Admin fee / account holder | $180 | $145+23.8% | $7,407-97.6% | $170+5.9% |