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 10-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 |
|---|---|---|
ARISTA WEALTH MANAGEMENT1 year Filed as: ARISTA WEALTH Service code 26 2812 N. NORWALK, SUITE 116 · MESA, AZ 85215 | Advisory (Participants) | $42,524 |
NEWPORT GROUP, INC.2 years Service code 18 · EIN 27-2037969 | Custodial (other than securities); Tr... | $28,336 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $9,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,425 | $81,537-71.3% | $149,718-84.4% | $69,631-66.4% |
| Participation rate | 67.3% | 86.1%-18.8pp | 87.1%-19.8pp | 70.7%-3.4pp |
| Annual return | 20.66% | 22.79%-2.1pp | 1501.63%-1481.0pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,007 | $4,994-19.8% | $6,569-39.0% | $3,224+24.3% |
| Admin fee / account holder | $202 | $107+89.0% | $11,283-98.2% | $110+82.9% |