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 INC3 years Service code 27 · EIN 95-4699118 | Advisory (Plan) | $10,763 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $9,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,325 | $34,677+91.3% | $77,024-13.9% | $64,808+2.3% |
| Participation rate | 31.7% | 49.8%-18.1pp | 67.9%-36.2pp | 71.5%-39.7pp |
| Annual return | -13.54% | -5.33%-8.2pp | 42.32%-55.9pp | 32.82%-46.4pp |
| Employer contribution / active EE | $720 | $1,370-47.5% | $2,812-74.4% | $2,506-71.3% |
| Participant deferral / active EE | $1,938 | $2,556-24.2% | $4,426-56.2% | $4,310-55.0% |
| Admin fee / account holder | $202 | $179+13.2% | $5,425-96.3% | $188+7.6% |