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 |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 37 · EIN 27-2037969 | Loan Processing | $21,562 |
ASCENSUS LLC8 years Filed as: PORTICO WEALTH ADVISORS Service code 27 17 E SIR FRANCIS DRAKE BLVD · LARKSPUR, CA 94939 | Advisory (Plan) | $5,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,949 | $61,272-70.7% | $149,673-88.0% | $71,457-74.9% |
| Participation rate | 69.4% | 62.5%+6.9pp | 78.8%-9.4pp | 67.9%+1.5pp |
| Annual return | 20.76% | 35.85%-15.1pp | 134.42%-113.7pp | 28.85%-8.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,534 | $2,917+21.1% | $5,680-37.8% | $4,289-17.6% |
| Admin fee / account holder | $126 | $1,261-90.0% | $13,210-99.0% | $1,587-92.1% |