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 |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $53,938 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 505 N. HIGHWAY 169 · PLYMOUTH, MN 55441 | Advisory (Plan) | $27,668 |
CJM WEALTH MANAGEMENT7+ years Service code 26 724 LOAN ISLAND AVE. · DEER CREEK, NY 11729 | Advisory (Participants) | $26,270 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,000 | $84,784-39.8% | $98,439-48.2% | $74,419-31.5% |
| Participation rate | 42.3% | 81.5%-39.2pp | 75.2%-32.8pp | 70.7%-28.4pp |
| Annual return | 71.67% | 20.59%+51.1pp | 21.16%+50.5pp | 34.38%+37.3pp |
| Employer contribution / active EE | $1,218 | $3,364-63.8% | $3,048-60.1% | $2,637-53.8% |
| Participant deferral / active EE | $2,259 | $5,218-56.7% | $4,738-52.3% | $4,528-50.1% |
| Admin fee / account holder | $229 | $204+12.1% | $8,948-97.4% | $348-34.1% |