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 |
|---|---|---|
N.E.W. ADVISORY SERVICES, LLC2+ years Service code 26 · EIN 82-2913883 | Advisory (Participants) | $11,191 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,550 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,880 | $49,922+13.9% | $80,569-29.4% | $75,163-24.3% |
| Participation rate | 68.8% | 55.3%+13.4pp | 67.0%+1.8pp | 67.2%+1.6pp |
| Annual return | 18.95% | 34.69%-15.7pp | 935.43%-916.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,917 | $1,698+12.9% | $2,723-29.6% | $2,670-28.2% |
| Participant deferral / active EE | $3,935 | $2,990+31.6% | $4,447-11.5% | $4,125-4.6% |
| Admin fee / account holder | $477 | $3,577-86.7% | $5,377-91.1% | $5,651-91.6% |