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 3-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.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $143,389 |
D.B. ROOT & COMPANY, LLC1+ years Filed as: DB ROOT & COMPANY, LLC Service code 28 · EIN 82-1414976 | Investment Management | $37,000 |
SCHNEIDER DOWNS & CO., INC.1+ years Service code 10 · EIN 25-1408703 | Accounting | $13,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,746 | $46,292-3.3% | $143,757-68.9% | $64,808-31.0% |
| Participation rate | 57.7% | 64.2%-6.5pp | 80.3%-22.6pp | 71.5%-13.8pp |
| Annual return | -14.49% | -10.05%-4.4pp | -0.04%-14.5pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,282 | $1,910-32.9% | $4,951-74.1% | $2,506-48.8% |
| Participant deferral / active EE | $2,425 | $2,646-8.3% | $5,637-57.0% | $4,310-43.7% |
| Admin fee / account holder | $187 | $154+21.3% | $14,673-98.7% | $188-0.7% |