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 |
|---|---|---|
MISSION WEALTH MANAGEMENT LP2 years Filed as: MISSION STREET WEALTH PLANNING Service code 26 530 MARTOS DRIVE · SOUTH PASEDENA, CA 91030 | Advisory (Participants) | $28,589 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $7,132 |
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 | $48,079 | $73,867-34.9% | $143,757-66.6% | $68,494-29.8% |
| Participation rate | 46.7% | 66.7%-20.0pp | 80.3%-33.6pp | 67.9%-21.2pp |
| Annual return | -13.39% | 1.01%-14.4pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,031 | $3,184-67.6% | $4,951-79.2% | $2,596-60.3% |
| Participant deferral / active EE | $2,018 | $3,384-40.4% | $5,637-64.2% | $4,027-49.9% |
| Admin fee / account holder | $650 | $5,755-88.7% | $14,673-95.6% | $5,403-88.0% |