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 |
|---|---|---|
GARY M. TIBONI, CPA3 years Filed as: GARY PIA & CO Service code 26 1510 OXLEY STREET · SOUTH PASADENA, CA 91030 | Advisory (Participants) | $29,195 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $8,081 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,254 | $52,953-29.6% | $172,739-78.4% | $65,185-42.8% |
| Participation rate | 43.7% | 66.2%-22.5pp | 82.6%-38.9pp | 70.2%-26.5pp |
| Annual return | 16.36% | 30.12%-13.8pp | 802.84%-786.5pp | 29.38%-13.0pp |
| Employer contribution / active EE | $896 | $2,190-59.1% | $5,143-82.6% | $2,177-58.8% |
| Participant deferral / active EE | $1,534 | $2,471-37.9% | $5,198-70.5% | $3,514-56.4% |
| Admin fee / account holder | $495 | $472+4.8% | $13,954-96.5% | $847-41.6% |