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.3 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $18,168 |
PISENTI & BRINKER LLP2 years Service code 10 · EIN 94-1585562 | Accounting | $17,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,451 | $65,557-52.0% | $105,738-70.3% | $56,287-44.1% |
| Participation rate | 82.9% | 63.4%+19.5pp | 76.3%+6.5pp | 69.9%+13.0pp |
| Annual return | -11.58% | -1.32%-10.3pp | 6.27%-17.9pp | -9.96%-1.6pp |
| Employer contribution / active EE | $1,637 | $1,788-8.5% | $3,268-49.9% | $2,111-22.5% |
| Participant deferral / active EE | $2,030 | $2,418-16.0% | $4,080-50.2% | $3,350-39.4% |
| Admin fee / account holder | $204 | $561-63.6% | $6,913-97.0% | $521-60.8% |