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 5-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 |
|---|---|---|
JFS WEALTH ADVISORS1 year Service code 26 1479 N. HERMITAGE ROAD · HERMITAGE, PA 16148 | Advisory (Participants) | $19,657 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $17,830 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS Service code 26 4211 BOYSCOUT BLVD, · TAMPA, FL 33607 | Advisory (Participants) | $10,520 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $5,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,182 | $102,553-21.8% | $151,611-47.1% | $66,914+19.8% |
| Participation rate | 69.0% | 85.5%-16.5pp | 87.5%-18.5pp | 69.8%-0.8pp |
| Annual return | -17.22% | -10.82%-6.4pp | 3.33%-20.5pp | 1.58%-18.8pp |
| Employer contribution / active EE | $4,975 | $4,180+19.0% | $6,166-19.3% | $2,544+95.5% |
| Participant deferral / active EE | $5,207 | $6,641-21.6% | $8,363-37.7% | $4,237+22.9% |
| Admin fee / account holder | $414 | $630-34.2% | $11,616-96.4% | $593-30.1% |