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 |
|---|---|---|
LORING WARD HOLDINGS INC1 year Service code 27 · EIN 95-4699118 | Advisory (Plan) | $12,004 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $8,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,241 | $43,133+48.9% | $89,391-28.1% | $73,488-12.6% |
| Participation rate | 32.3% | 55.0%-22.6pp | 68.0%-35.6pp | 70.7%-38.3pp |
| Annual return | 3.31% | 135.66%-132.3pp | 245.62%-242.3pp | 28.51%-25.2pp |
| Employer contribution / active EE | $861 | $1,438-40.1% | $2,586-66.7% | $2,270-62.1% |
| Participant deferral / active EE | $2,360 | $2,445-3.5% | $3,890-39.3% | $3,740-36.9% |
| Admin fee / account holder | $221 | $444-50.2% | $4,881-95.5% | $513-56.9% |