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 4-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.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $126,899 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ, SAPPER & MILLER CPAS Service code 10 PO BOX 7096 · INDIANAPOLIS, IN 462077096 | Accounting | $28,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,099 | $30,588-53.9% | $53,898-73.8% | $85,563-83.5% |
| Participation rate | 56.3% | 26.3%+30.0pp | 55.0%+1.4pp | 66.0%-9.6pp |
| Annual return | 14.40% | 50.42%-36.0pp | 528.60%-514.2pp | 31.51%-17.1pp |
| Employer contribution / active EE | $229 | $436-47.4% | $932-75.4% | $2,654-91.4% |
| Participant deferral / active EE | $759 | $848-10.5% | $1,826-58.4% | $4,375-82.7% |
| Admin fee / account holder | $94 | $1,879-95.0% | $2,491-96.2% | $834-88.8% |