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 MANAGEMENT6+ years Service code 26 724 LONG ISLAND AVE. · DEER CREEK, NY 11729 | Advisory (Participants) | $42,686 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $19,684 |
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 | $40,272 | $81,908-50.8% | $90,749-55.6% | $64,808-37.9% |
| Participation rate | 42.5% | 80.5%-37.9pp | 75.7%-33.1pp | 71.5%-28.9pp |
| Annual return | -13.92% | -12.53%-1.4pp | -12.16%-1.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,139 | $3,065-62.8% | $2,921-61.0% | $2,506-54.5% |
| Participant deferral / active EE | $2,316 | $4,840-52.2% | $4,564-49.3% | $4,310-46.3% |
| Admin fee / account holder | $245 | $157+56.1% | $8,445-97.1% | $188+30.7% |