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 |
|---|---|---|
TOROSO INVESTMENTS1 year Filed as: TOROSO INVESTEMENTS LLC Service code 15 15 WEST 29TH STREET · NEW YORK, NY 10001 | Recordkeeping | $15,792 |
NEWPORT GROUP, INC.1 year Filed as: NEWPOORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $7,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,031 | $69,362-20.7% | $101,248-45.6% | $73,488-25.1% |
| Participation rate | 24.6% | 68.4%-43.8pp | 75.8%-51.2pp | 70.7%-46.1pp |
| Annual return | 9.38% | 18.46%-9.1pp | 46.47%-37.1pp | 28.51%-19.1pp |
| Employer contribution / active EE | $607 | $2,628-76.9% | $3,660-83.4% | $2,270-73.3% |
| Participant deferral / active EE | $1,250 | $3,300-62.1% | $4,370-71.4% | $3,740-66.6% |
| Admin fee / account holder | $554 | $704-21.2% | $5,945-90.7% | $513+8.1% |