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 |
|---|---|---|
ASHWORTH & EMPEY FINANCIAL, LLC4+ years Service code 27 · EIN 26-2017172 | Advisory (Plan) | $25,366 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $2,446 |
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 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 | $52,833 | $44,473+18.8% | $76,523-31.0% | $55,725-5.2% |
| Participation rate | 21.1% | 51.0%-29.9pp | 68.0%-46.9pp | 70.9%-49.7pp |
| Annual return | -3.48% | -2.01%-1.5pp | -0.27%-3.2pp | 244.93%-248.4pp |
| Employer contribution / active EE | $566 | $1,101-48.6% | $2,647-78.6% | $2,078-72.7% |
| Participant deferral / active EE | $1,562 | $1,988-21.4% | $3,835-59.3% | $3,356-53.5% |
| Admin fee / account holder | $352 | $134+162.7% | $4,848-92.7% | $115+205.9% |